Facts and Insights
ROGAN & ASSOCIATES (ROGAN & ASSOCIATES, INC.) is a leading financial advisory firm that has been serving clients for over 20 years. With a team of experienced advisors and experts in the field of finance, they have helped countless individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- ROGAN & ASSOCIATES offers a wide range of financial services to cater to the diverse needs of their clients.
- Their team of advisors provide personalized and comprehensive financial planning to help clients achieve their long-term financial goals.
- They stay up-to-date with the latest market trends and economic changes, providing valuable insights and advice to their clients.
- ROGAN & ASSOCIATES prioritizes client satisfaction and strives to build strong, long-lasting relationships with each of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20 years |
Financial Services Offered:
ROGAN & ASSOCIATES provides a range of financial services to individuals, families, and businesses. These services include:
- Investment planning and management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Education planning
- Business planning
Client Types:
The team at ROGAN & ASSOCIATES works with a diverse group of clients, including:
- Individuals and families
- High-net-worth individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation:
ROGAN & ASSOCIATES follows a fee-based compensation structure, providing transparency and ensuring the best interests of their clients. Their fees are based on a percentage of assets under management, with additional fees for certain services.
Background:
ROGAN & ASSOCIATES was founded in 2000 by financial expert John Rogan. With over 30 years of experience in the finance industry, John saw the need for a comprehensive and client-focused financial advisory firm. Since then, ROGAN & ASSOCIATES has grown to become a trusted and reputable name in the financial services industry.
Financial Advisor Disclosures to Know:
ROGAN & ASSOCIATES operates under a fiduciary standard, meaning they are legally bound to act in the best interests of their clients. They are also a registered investment advisor and provide full disclosure on any potential conflicts of interest. Clients can rest assured that their best interests will always be prioritized.