R.W. Rogé & Company - Bohemia, New York

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R.W. Rogé & Company Overview

R.W. Rogé & Company, situated at 1 Corporate Dr Suite 101, Bohemia, NY 11716, offers specialized financial planning and consulting services. With a strong emphasis on client satisfaction, this firm has garnered significant positive feedback, culminating in an impressive average rating of 5/5 based on 15 reviews on Google My Business.

The company's financial planner and financial consultant services are tailored to meet individual and corporate financial needs. Clients have the convenience of online appointments, ensuring accessibility regardless of their location. For those who prefer face-to-face interactions, on-site services are also available. R.W. Rogé & Company prides itself on being wheelchair-accessible, with a car park, entrance, and toilet designed to accommodate all visitors. This commitment to inclusivity, combined with their LGBTQ+ friendly policy, makes the firm a welcoming choice for a diverse clientele.

Key Features:

• Financial Planning and Consulting: Expert advice to help maintain and grow your wealth.
• Online Appointments: Schedule sessions from the comfort of your home or office.
• On-site Services: Personal consultations at their Bohemia office.
• Accessibility: Wheelchair-accessible facilities ensure everyone's needs are met.
• Inclusive Environment: LGBTQ+ friendly and transgender safe space.
• Appointment Required: To ensure personalized attention.
• Appointment Recommendations: Experienced staff suggest optimal meeting times.

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👍 Reviews of R.W. Rogé & Company

Joseph G.

5/5

My wife and I are pleased with R.W.Roge' in that they are always available to give us advice to anything that concerns us. In particular we are maintaining a nice lifestyle from our RMD's we receive. I would highly recommend R.W.Roge'.

Mark J.

5/5

I have been with the the Roge firm for 25 years and have developed a terrific relationship with the team over that time. When you reach out to them the response time back is outstanding. The results over the years have been terrific and I always have confidence in their abilities to handle my funds

Steven K.

5/5

I have been a client of R.W. Roge & Co. for 20 years. I have found their genuine concern, attention to detail, creative explanations of options now that I have retired to have provided a sound core of financial advice from a team of experts. They are truly concerned about the financial success of their clients.

Bob P.

5/5

We have been with R.W. Roge for many years. We trust our future retirement is in the best hands with Roge. They are responsive and always helpful with our questions. As I near retirement, Roge has increase communication, and helped to make us feel secure. Recommend.

Gregorio G.

5/5

I started working with R.W. Roge & Co. on the recommendation from a friend of mine, and I'm glad I did! Working with the Roge team, specifically Steven and Phil, is everything I need in an investment advisor......insightfullness, educational, friendly, and easy. Working with them takes any guesswork out of my investment portfolio. Trust that you are in good hands with the Roge team!

Allen J. L.

5/5

It has been a pleasure working with Ron and his staff since 1986. Since the very first plan that he wrote when we were coworkers at NYT, we have been impressed with the level of knowledge, responsiveness to our questions/issues/concerns, and honesty that highlight our ongoing relationship. I anticipate much the same as we move forward.

Al Lorie

jonathan Z.

5/5

The experience with R.W Roge and Company was extremely positive.The entire process of my financial analysis was handled professionally and efficiently.
I highly recommend R.W. Roge and Co.

sue F.

5/5

roge and Company has been the financial advisors for myself and my family for over 15 years and they have shown nothing but professionalism, expertise, compassion, and most of all trustworthiness. I would highly recommend them.