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    Eliot Rose Wealth Management, Llc

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    Description

    • Eliot Rose Wealth Management began as a money management firm focused on investing in a hand-picked portfolio of undervalued small companies. Where other people saw risk, we saw opportunity, and this focus is how we grew, earned our reputation, and created wealth for our clients.Staying true to our roots of thinking differently, we have leveraged this thinking to now provide a full wealth management experience for our clients rooted in the planning process.We welcome the opportunity to show you how we can help you meet your financial goals. You can reach us at 401.588.5103.
    • location

      Headquarters: , Cranston, Rhode Island, United States

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    • Eliot Rose Wealth Management, Llc phone

      Phone Number: +1 401-588-5100

    • Eliot Rose Wealth Management, Llc website

      Website: https://www.eliotrose.com

    • Eliot Rose Wealth Management, Llc employees

      Employees:4

    • Eliot Rose Wealth Management, Llc revenue

      Revenue:$1 - 10M

    • Eliot Rose Wealth Management, Llc legal name

      Legal Name:Eliot Rose Wealth Management, Llc

    • Eliot Rose Wealth Management, Llc's Social Media

      Eliot Rose Wealth Management, Llc linkedin Eliot Rose Wealth Management, Llc facebook Eliot Rose Wealth Management, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Senior Vice President, Chief Operations Officer for Eliot Rose Wealth Management, Llc

    Paul Mcdermott

    Senior Vice President, Chief Operations Officer

    Person level website visitor identification

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    View Employees

    Paul Mcdermott

    Senior Vice President, Chief Operations Officer

    Kris Bento

    Vice President Client Services And Portfolio Management

    Frequently Asked Questions regarding Eliot Rose Wealth Management, Llc

    • What is Eliot Rose Wealth Management, Llc's phone number?

      Eliot Rose Wealth Management, Llc's phone number is +1 401-588-5100

    • What is Eliot Rose Wealth Management, Llc's official website?

      Eliot Rose Wealth Management, Llc's official website is https://www.eliotrose.com

    • What is Eliot Rose Wealth Management, Llc's Revenue?

      Eliot Rose Wealth Management, Llc's revenue is $1 - 10M

    • What is Eliot Rose Wealth Management, Llc's NAICS code?

      Eliot Rose Wealth Management, Llc's NAICS code is 523110

    • How many employees are working in Eliot Rose Wealth Management, Llc

      Eliot Rose Wealth Management, Llc has 4 employees

    • What is Eliot Rose Wealth Management, Llc's Industry?

      Eliot Rose Wealth Management, Llc is in the industry of Investment Management

    • Who is Eliot Rose Wealth Management, Llc's Senior Vice President, Chief Operations Officer?

      Eliot Rose Wealth Management, Llc's Senior Vice President, Chief Operations Officer is Paul Mcdermott

    • Who is Eliot Rose Wealth Management, Llc's Vice President Client Services And Portfolio Management?

      Eliot Rose Wealth Management, Llc's Vice President Client Services And Portfolio Management is Kris Bento

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