Eliot Rose Wealth Management, LLC Division Rd, West Warwick, Rhode Island

Eliot Rose Wealth Management, LLC Reviews

5.0 stars based on 21 reviews

Featured Comments:

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  Nikki Cole

  5.0

  The team at Eliot Rose has been incredibly informative and supportive as we've worked through financial decisions. We are not the biggest clients, but we always feel like their top priority. They are kind, thoughtful and always quick to respond. And they walk us through every decision with the patience of saints. My husband and I were both freelancers in the event industry when COVID shut everything down. And because of their advice and preparation, we were able to live 18 months without work and without worry. We can't thank them enough for their expert advice and for being so wonderful while they do it. We are in a better financial place than we've ever been. We would recommend them to anyone!

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  Kim Smith Barnett

  5.0

  We’ve been working with Jason and Paul for about six months, now. We wanted a fiduciary who would give us their unbiased, professional opinion whether our retirement plans were on track. Happy to say we got all of that, and a whole lot more!!! The folks at Eliot Rose take a deep dive into their clients lives so they can understand the wholistic view of your situation. Some of the things we reviewed in the process: how you feel about your job, your attitude about money, your childhood perception of your family’s financial status, your “now” budget, your “wish list” budget, what you think your retirement looks like, etc. Then you get to the good stuff! Jason and Paul gave us an analysis of our retirement plan chance of success, a strategy for withdrawals from Social Security and 401ks, and educated us along the way about how choices we make today will affect our retirement. We highly recommend Eliot Rose to anyone who wants to truly understand their financial picture and know the truth about your retirement picture – good, bad or in between! They are so ingrained in our everyday financial decisions now, that when we recently were tempted to buy a house that came up for sale in our neighborhood, we reached out to Jason & Paul to find out if we were ruining our financial future by considering it! They quickly set up a call to go over the pros and cons of modifying our financial plan. They are super nice and fun to work with and we highly recommend the Eliot Rose team!

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  Response from the owner

  Kim, thanks so much for the lovely review. We look forward to working with you and Larry in the years to come!

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  Adam Rose

  5.0

  Eliot Rose has been managing my money for just under a decade now. Both retirement and non-retirement accounts. They do an incredible job and offer sound financial strategies for all types of personal situations. I highly recommend them.

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  Response from the owner

  Adam, it is a pleasure working with you and witnessing your business dreams come true!

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