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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 |
My wife and I became clients of the Eliot Rose team about a year ago and they have been guiding us with sound, pragmatic advice ever since. They have helped us develop a plan for retirement, as well as guiding us through estate and tax planning. I have found them to be knowledgeable, professional, and responsive to any questions or concerns we have had along the way. Jason, Paul, and Kris are easy to talk to, take the time to explain their thoughts in a clear, straightforward manner, and more importantly listen to ours. It h... read more
We are so very thankful to have found Eliot Rose! Since putting our money in their hands, we have enjoyed watching our net worth continue to grow in our retirement. We know that, even when times are tough and the economy in turmoil (as it is rignt now), we will be safe and our assets protected. It has been a great experience working with Jason and Paul to put together our financial plan, and to tweak that plan as needed as conditions change in our lives. They are personable and patient in explaining options and recommendatio... read more
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.
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 45 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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