Our mission is simple: to help clients Plan, Achieve and Live® the life they want.
Founded in 1986, R.W. Rogé & Company, Inc. was one of the first in the industry to have a Web site. Of course, it has since been updated, but we continue to pride ourselves on being ahead of the game when it comes to technological advances, both inside and outside of the financial industry.
“Our business is very much based on relationships. In fact, our relationships with our clients are our most valuable asset. When clients call our office, they are our highest priority, and we have set the standard that calling our office means speaking to a real, helpful, and pleasant person. Thanks to AnswerFirst, our entire team can sit down for a weekly staff meeting, or watch an informative Webinar, and have peace of mind knowing that client phone calls are being answered by a professional person – not a machine.”