Rogan & Associates
Financial Services, Safety Harbor, Florida, 34202, United States, 11-50 Employees
Phone Number: +17*********
Who is ROGAN & ASSOCIATES
Rogan and Associates creates financial plans that are designed to grow and change with your life. By building personal relationships with our clients, we help them reach the goals they ha...
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Headquarters: Safety Harbor, Florida, 34202, United States
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Date Founded: 1997
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Employees: 11-50
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Rogan & Associates
Answer: Rogan & Associates's headquarters are located at Safety Harbor, Florida, 34202, United States
Answer: Rogan & Associates's phone number is +17*********
Answer: Rogan & Associates's official website is https://roganfinancial.com
Answer: Rogan & Associates's revenue is Under $1 Million
Answer: Rogan & Associates's SIC: 6282
Answer: Rogan & Associates's NAICS: 523940
Answer: Rogan & Associates has 11-50 employees
Answer: Rogan & Associates is in Financial Services
Answer: Rogan & Associates contact info: Phone number: +17********* Website: https://roganfinancial.com
Answer: Rogan and Associates creates financial plans that are designed to grow and change with your life. By building personal relationships with our clients, we help them reach the goals they have today, help them manage the surprises that may come tomorrow, and strive to keep them on course to achieving their life goals. We call it Financial Planning for LifeTM. For individuals, services include consultation on a number of issues including: - Estate planning and wealth transfer strategies; - Retirement accumulation and distribution strategies; - Asset/creditor protection; - Tax reduction; - Insurance analysis and review, - College funding, and - Other, as needed. For businesses, service may include consultation on: - Retirement plans, - Funding for buy/sell agreements, - Tax reduction strategies, and - Other, as needed. We have 3 locations for you convenience: MAIN OFFICE 200 9th Avenue North, Suite 100, Safety Harbor, FL 34695 Phone: (727) 712-3400 / (866) 77-WEALTH or (866) 779-3258 Fax: (800) 393-1877 BRANDON/EAST TAMPA OFFICE One Highland Oaks, 10150 Highland Manor Drive, Suite 204, Tampa, FL 33610 Phone: (866) 779-3258 Fax: (800) 393-1877 SARASOTA OFFICE 9040 Town Center Parkway, Lakewood Ranch, FL 34202 Phone: (866) 779-3258 Fax: (800) 393-1877
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