Doug Rongo

Doug Rongo Email and Phone Number

Owner Blue Ridge Wealth Services Investment Adviser Representative Registered Representative @ Cambridge Investment Research, Inc.
Hickory, NC, US
Doug Rongo's Location
Hickory, North Carolina, United States, United States
Doug Rongo's Contact Details

Doug Rongo work email

Doug Rongo personal email

n/a
About Doug Rongo

Ensuring Every Dollar in Your Company’s Retirement Plan Works as Hard as Your Team DoesI love investing money, lowering tax bills, and efficient use of retirement funds. I do these things for companies on Main Street, in the industrial park at the edge of town, and for well-known companies, and I am willing to work nationwide.Our company takes on the liability for the investments in plans who hire us.We use a patented process to evaluate investments to the standards of trust law.We also serve as consultants for attorneys involved in ERISA/401k Plan lawsuits, and our work provided the backbone for the prevailing side in each case, and for both defendants and plaintiffs.If I evaluate a company and uncover a problem, I can show them how to correct the situation before they are subject to litigation, and they get credit from the organization for fixing the problem.I Enjoy Working with These People:People who want the lowest level employee n the company to benefit from the planPeople who want to mitigate their corporate and personal liability for the company’s retirement planPeople who want a PRUDENT PROCESS working for their retirement planI thrive working with these industries:

Doug Rongo's Current Company Details
Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

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Owner Blue Ridge Wealth Services Investment Adviser Representative Registered Representative
Hickory, NC, US
Employees:
1257
Doug Rongo Work Experience Details
  • Cambridge Investment Research, Inc.
    Owner Blue Ridge Wealth Services Investment Adviser Representative Registered Representative
    Cambridge Investment Research, Inc.
    Hickory, Nc, Us
  • Millennium Investment & Retirement Advisors, Llc
    Investment Adviser Representative
    Millennium Investment & Retirement Advisors, Llc Jun 2022 - Present
    Hickory, North Carolina, United States
  • Blue Ridge Wealth Services
    Owner
    Blue Ridge Wealth Services Feb 2007 - Present
    Hickory, Nc
    Investment Advisor Representative, Millennium Investment & Retirement Advisors, LLC., a Registered Investment Advisor. Millennium Investment & Retirment Advisors, LLC nd Blue Ridge Wealth Services are not affiliated.
  • Dorsey, Wright Suscriber
    Subscriber
    Dorsey, Wright Suscriber Sep 2001 - Present
  • David K Blanton, Cpa Pa
    Customer
    David K Blanton, Cpa Pa 2011 - 2014

Doug Rongo Skills

Investments Insurance Wealth Estate Planning Retirement Planning Retirement Asset Long Term Care Securities Asset Management Trading International Shipping Maritime Ships Marine Engineering Shipping Small Business Fixed Annuities Asset Managment Long Term Care 401k Financial Planners Disability Insurance Investment Advisory Term Life Insurance Life Insurance Wealth Management Pensions Customer Service Management Mutual Funds Marketing Public Speaking Series 63 Strategic Financial Planning Strategic Planning Team Building

Doug Rongo Education Details

Frequently Asked Questions about Doug Rongo

What company does Doug Rongo work for?

Doug Rongo works for Cambridge Investment Research, Inc.

What is Doug Rongo's role at the current company?

Doug Rongo's current role is Owner Blue Ridge Wealth Services Investment Adviser Representative Registered Representative.

What is Doug Rongo's email address?

Doug Rongo's email address is dr****@****ces.com

What schools did Doug Rongo attend?

Doug Rongo attended United States Merchant Marine Academy.

What skills is Doug Rongo known for?

Doug Rongo has skills like Investments, Insurance, Wealth, Estate Planning, Retirement Planning, Retirement, Asset, Long Term Care, Securities, Asset Management, Trading, International Shipping.

Who are Doug Rongo's colleagues?

Doug Rongo's colleagues are Ken Melkovitz, Darin K., Sonya Djunova, Bret Felknor, Kevin Christiansen, Zachary Rapp, Cfp®, Desiree Figueroa.

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