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R.W. Roge & Co Inc is an independent, fee-only financial planning and investment management firm that has been serving clients since 1986. With office locations in Long Island, New York, Beverly, Massachusetts, and Naples, Florida, they provide comprehensive financial planning and retirement planning strategies tailored to each client's unique needs. Their team of professional Certified Financial Planners (CFP) is committed to acting in the best interest of their clients, offering expertise and experience to help clients plan, achieve, and live the life they want. With a client-first culture and a fiduciary commitment, R.W. Roge & Co Inc has built a strong reputation over the past three decades. Their proven Plan, Achieve, Live process not only helps clients achieve their financial goals but also provides valuable assistance and peace of mind during life's challenges. Clients have praised their work ethic, professionalism, and compassion, highlighting the firm's dedication to their financial well-being.Generated from the website

JK Tax Strategies is a financial services company that has been serving the Holbrook community. We offer a wide range of financial services, including investments, insurance, and retirement planning. We are committed to providing our clients with the best possible service and helping them reach their financial goals. We offer a variety of investment options, including stocks, bonds, mutual funds, and annuities. We can help you choose the right investments for your individual needs and goals. We also offer a variety of insurance products, including life insurance, disability income insurance, and long-term care insurance. We can help you protect your assets and your loved ones. We also offer a variety of retirement planning services.

Personalized Wealth Management, LLC We'll Help You Climb Your Ideal Financial Mountain We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.