Eliot Rose Wealth Management, LLC - West Warwick, Rhode Island

Pamela B.

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 nuances and changes in existing planning strategies.

Rachel C.

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.

Anita D.

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 to working with them for years to come. They are professional, organized, efficient, and a pleasure to work with!

Clifford F.

My wife and I are grateful for the tremendous work the Eliot Rose team has done for us. With retirement coming upon us they helped us take stock of our assets including retirement plans, social security, etc as well our needs and wishes for our retired life and for our heirs.

The process is comprehensive, personal and ongoing.

We appreciate their patience and ability to explain in simple terms what seemed complex to us.

What was once a stressful topic to us (retirement finances) is now something we are comfortable with and at ease.

Marissa C.

Jason, Paul, and Kris are a perfect financial team. They have worked with us to tailor an investment strategy to our needs. They have been insightful, responsive, and extremely kind. They truly go above and beyond. My mom has been a client with them for 20+ years, and I contacted them about financial advice a few years ago. My mom has always said she owes her financial stability to them and has always been extremely grateful for her relationship with them. I see why - they have made us feel secure, heard, and that our financial goals are attainable. We look forward to working with them throughout our lives!

Ken D.

If you're approaching retirement, or even if it's in the distant future; the Eliot Rose team provides a fantastic service. They're responsive, thorough, and are just great people to deal with. My wife and I are so happy we found them.

Kim S. B.

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!

Deborah G.

We have been working with Jason, Paul, and Kris for nine months and all have been invaluable in planning, creating, and executing our retirement plan. Their professionalism, knowledge, and insights to financial planning, especially in this uncertain economic climate made it easier to fully understand our current financial snapshot and future wants and needs in retirement. We are very pleased with, and highly recommend the Elliot, Rose team!!