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Eliot Rose Asset Management
- Financial Services
- Cranston, RI
About this business
Location details
1000 Chapel View Blvd #240, Cranston, RI, 02920, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We find the service at Eliot Rose Wealth Management, LLC to be exemplary. They're unique within the retirement planning space because they are always managing our plan based on our ongoing needs and desires. We appreciate the time dedicated to personalized meetings with Jason, Paul, and Kris. In addition to their comprehensive planning strategies, the team at Eliot Rose is very pleasant during every interaction that we've experienced. We appreciate their attention to detail, which ultimately reduces our anxieties regarding n... read more
Written on behalf of Harvey S. Jason has been managing my accounts for over five years and I have nothing but the best accolades for him. He has played an integral role in helping me plan my financial future. Jason has ensured that I continue to have the quality of life I am accustom to while indulging in my love of travel. He easy to communicate with and understands my needs and can adjust our plans accordingly. I would not hesitate to refer him to my friends and family. Jason has my highest recommendation.
They have been on top of things since I started using them. They get back to me very quickly and provide advice not only on the portfolio they manage but other aspects of retirement planning.
Excellent service. I am very happy I switched from my previous investors to Elliot Rose.
We couldn’t be more pleased with our experience with the Eliot Rose team. We have been working with Jason, Paul, and Kris for a year and a half. Their service is comprehensive, detail oriented, and personal. They are excellent listeners, and they provide sound advice. They helped us get organized in preparation for my partner’s retirement last year and we now feel confident making informed decisions looking ahead toward my retirement. Seeking advice from Eliot Rose was an excellent investment in our future. We look forward t... read more
Frequently asked questions about Eliot Rose Asset Management
How is Eliot Rose Asset Management rated?
Eliot Rose Asset Management has a 5 star rating with 43 reviews.
When is Eliot Rose Asset Management open?
Eliot Rose Asset Management is closed now. It will open at 9:00 a.m.
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