Rogan & Associates, Inc.

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Description

  • 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 Life.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 OFFICE200 9th Avenue North, Suite 150, Safety Harbor, FL 34695Phone: (727) 712-3400 / (866) 77-WEALTH or (866) 779-3258Fax: (800) 393-1877 BRANDON/EAST TAMPA OFFICEOne Highland Oaks, 10150 Highland Manor Drive, Suite 204, Tampa, FL 33610Phone: (866) 779-3258Fax: (800) 393-1877 SARASOTA OFFICE9040 Town Center Parkway, Lakewood Ranch, FL 34202Phone: (866) 779-3258Fax: (800) 393-1877
  • location

    Headquarters:200 9th Avenue North Suite 100, Safety Harbor, Florida, United States

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  • Rogan & Associates, Inc. phone

    Phone Number: +1 727-712-3400

  • Rogan & Associates, Inc. website

    Website: https://www.financialplanningforlife.com

  • Rogan & Associates, Inc. employees

    Employees:8

  • Rogan & Associates, Inc. revenue

    Revenue:$1 - 10M

  • Rogan & Associates, Inc. legal name

    Legal Name:Rogan & Associates, Inc.

  • Rogan & Associates, Inc.'s Social Media

    Rogan & Associates, Inc. linkedin
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  • |  NAICS Code: 523930  |

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Practice Manager for Rogan & Associates, Inc.

A Meyerhoff

Practice Manager

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A Meyerhoff

Practice Manager

Frequently Asked Questions regarding Rogan & Associates, Inc.

  • Where are Rogan & Associates, Inc.'s Headquarters?

    Rogan & Associates, Inc.'s Headquarters are in 200 9th Avenue North Suite 100,Safety Harbor,Florida,United States

  • What is Rogan & Associates, Inc.'s phone number?

    Rogan & Associates, Inc.'s phone number is +1 727-712-3400

  • What is Rogan & Associates, Inc.'s official website?

    Rogan & Associates, Inc.'s official website is https://www.financialplanningforlife.com

  • What is Rogan & Associates, Inc.'s Revenue?

    Rogan & Associates, Inc.'s revenue is $1 - 10M

  • What is Rogan & Associates, Inc.'s NAICS code?

    Rogan & Associates, Inc.'s NAICS code is 523930

  • How many employees are working in Rogan & Associates, Inc.

    Rogan & Associates, Inc. has 8 employees

  • What is Rogan & Associates, Inc.'s Industry?

    Rogan & Associates, Inc. is in the industry of Financial Services

  • Who is Rogan & Associates, Inc.'s Practice Manager?

    Rogan & Associates, Inc.'s Practice Manager is A Meyerhoff

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