Eliot Rose Wealth Management, LLC Division Rd, West Warwick

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!

My wife and I have been patrons of Eliot Rose Wealth Management, LLC for several years. I am a retired estate planning attorney and my wife is a retired nurse. In my personal life and my law practice I have had many dealings with investment advisers and counselors and none have come close to this organization in terms of the quality of their services, their professionalism and results achieved for our portfolio. They tailor their approach to the needs of the particular client(s). Jason applies his vast knowledge and experience to design a plan which is responsive to the prevailing economic climate and the twists and turns on the horizon. Paul is also a seasoned investment advisor who fortifies the efficacy of the particular plan and Kris assists in implementing the plan and follow up. We highly recommend Eliot Rose.

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!

I highly recommend Eliot Rose Financial Services. Jason, Paul, and Kris were all fantastic to deal with and gave my wife and I the answers we needed as we approach retirement. They made us feel like family right from the start and really listened to our concerns. They definitely answered all of our questions and put a plan in place that we can trust.

Jason, along with Paul and Kris, have provided me with invaluable guidance and advice as I entered the retirement phase of my life. They are an extremely professional, knowledgeable, trustworthy and compassionate group of individuals, who have made this transition, and all of the decisions retirement entails, so much easier for me. I am always treated with dignity and respect and I always feel at ease during conversations with Jason and his team. I feel very secure with the investment portfolio Jason has chosen to meet my specific needs and goals for the future and I appreciate the meetings he initiates throughout the year to review my account and answer any questions I may have. I would not hesitate to recommend this firm to anyone in need of financial management!

Jason, Paul and team have been great to work with. They have taken the time to understand and analyze in detail each specific aspect of our financial journey. Their approach is not boilerplate or rushed, allowing for an engaged experience that is custom fit for each client. We are looking forward to a long term partnership with Eliot Rose.

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.

After years working with a planner from my employer’s retirement plan we felt unheard. We searched for a fiduciary and found Eliot Rose. Within a few months of working with Jason, Paul and Kris we were able to make concrete plans for our future. They listen and create plans for YOU. They respond quickly and with confidence in their advice. Highly recommend!!

Gamechanging - is how I describe working with Paul and Jason on our retirement plan. After 3 years of working together with them, we feel so confident in our financial future, and empowered by their approach to our short and long term goals and the roadmap to achieving them. We have never felt connected to our financial consultants before, but Paul and Jason have been incredible listeners and have provided us with the tools and information we need to plan for a fun and secure future! I can't recommend them enough --- and am so grateful we found them when we did!

I have had an excellent experience working with Jason and Paul at Eliot Rose. Their attentiveness and responsiveness resulted in a personalized management plan that addressed my individual needs and goals. They heard my questions (and anxiety) regarding retirment and I now feel confident in moving forward with the plan they developed with me. I look forward to continuing to work with and learn from them.