Rogan & Associates, Inc. Email Format

Financial ServicesFlorida, United States11-50 Employees

Rogan & Associates, Inc. operates in the financial services sector, offering comprehensive financial planning designed to adapt as clients’ lives evolve. The firm emphasizes personal relationships with clients to help them pursue current goals, manage potential future surprises, and stay on track toward long-term life objectives, under the approach they describe as Financial Planning for Life. Their services for individuals cover areas such as estate and wealth transfer strategies, retirement planning, risk management and insurance review, tax reduction, college funding, and other tailored needs, while business clients may receive guidance on retirement plans, funding for buy/sell arrangements, and tax reduction strategies.
Headquartered in Safety Harbor, Florida, with additional offices in Brandon/East Tampa and Sarasota, the company positions itself as a local advisory practice within the broader financial services landscape. It serves clients across a range of life stages and organizational needs, focusing on planning that integrates multiple facets of personal and financial well-being. The information provided does not include founding dates or specific firm size, but notes three convenient locations to serve clients in the Florida Gulf Coast region.

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