The Retirement Optimization Group
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
140a Metro Park Ste 18, Rochester, New Y...Phone Number
(585) 465-5065Revenue
$5.1 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About The Retirement Optimization Group
ROGFA specializes in providing comprehensive financial services to individuals and families, focusing on retirement planning, Medicare, tax planning, and estate planning. Founded in 1998, the firm aims to assist clients in every aspect of their financial lives with a goal-based and personalized approach. Their experienced team collaborates with trusted partners to deliver well-rounded solutions tailored to clients' needs. ROGFA's extensive arsenal of products and services ensures that they can meet the diverse financial requirements of their clients.Explore more
Popular SearchesThe Retirement Optimization GroupThe Retirement Optimization Group LLCretirementoptimizationgroup.comRetirement Optimization Group LLCRetirement Optimization Group Marketing LLCSIC Code 62,628NAICS Code 52,523Show more
The Retirement Optimization Group Org Chart
KA
Financial Advisor
DB
Estate Planner
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ROGFA specializes in providing comprehensive financial services to individuals and families, focusing on retirement planning, Medicare, tax planning, and estate planning. Founded in 1998, the firm aims to assist clients in every aspect of their financial lives with a goal-based and personalized approach. Their experienced team collaborates with tru... Read More
