ChatGPT SearchAug 2, 2026
R.W. Rogé & Company (Bohemia) – Long-established independent fee-only fiduciary practice with comprehensive financial planning.
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R.W. Rogé & Company, Inc. is an independent, fee-only financial advisory and wealth management firm serving clients from offices in Long Island, New York and Beverly, Massachusetts. Since 1986, the firm has specialized in personalized financial planning, investment management, and retirement planning for individuals and families.
AI named R.W. Rogé & Company from December 2025 to August 2026.
Question: I am looking for a financial planner who is a fiduciary and does not sell insurance products.
ChatGPT SearchAug 2, 2026
R.W. Rogé & Company (Bohemia) – Long-established independent fee-only fiduciary practice with comprehensive financial planning.
AI named R.W. Rogé & Company alongside Arcadia Wealth Management, National Association of Personal Financial Advisors (NAPFA), and N Financial Plans
None of these answers cited rwroge.com. AI leaned on napfa.org and reddit.com.
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Excerpts where R.W. Rogé & Company appeared in the AI's answer
R.W. Rogé & Company (Bohemia) – Long-established independent fee-only fiduciary practice with comprehensive financial planning.
