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Eliot Rose Wealth Management

Eliot Rose Wealth Management is a fee-only financial planner in Rhode Island. We provide comprehensive financial planning and investment management services to clients transitioning into or living in retirement. Eliot Rose serves clients as a fiduciary and never earns a commission of any kind.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Jason Siperstein, CFA, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1300 Division Rd #301 West Warwick, RI 02893 Phone: 4015885102

Primary Office

1300 Division Rd #301 West Warwick, RI 02893 Phone: 4015885102
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