Roger Burlingame, CFP

Roger Burlingame, CFP Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the

accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
07/17/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
07/15/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
07/13/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
07/10/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
07/08/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
07/06/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independenc...
07/04/2026

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independence possible — through guidance that’s personalized, thoughtful and built around what matters most.

Health-care coverage (including Medicare) typically does not cover extended medical care.
07/03/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
07/01/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
06/29/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Address

13199 US Route 6
Corry, PA
16407

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm

Alerts

Be the first to know and let us send you an email when Roger Burlingame, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share