Eliot Rose Wealth Management

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1300 Division Rd Ste 301
West Warwick, RI 02893
+1 (401) 588-5102
https://www.eliotrose.com

Eliot Rose Wealth Management is a fee-only financial planning firm based in East Greenwich, Rhode Island. They specialize in providing unbiased and objective financial advice to clients transitioning into or living in retirement, serving both local and national clients. With a focus solely on retirement planning, their team of highly skilled professionals offers personalized services and utilizes their exclusive Sustainable Spending Analyzer to simplify and organize retirement-related decisions.

Eliot Rose Wealth Management distinguishes itself from other financial advisory firms by operating on a 100% fee-only basis, ensuring that their clients' financial interests are always prioritized. They never charge commissions and are committed to providing retirement-focused solutions. With a deep understanding of their clients' lives and goals, their comprehensive financial planning engagement consists of 12 meetings, surpassing the industry average of 3, to ensure thorough and tailored advice.

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