Lee Duckworth - Capital Wealth Management

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.Generated from the website

Waddell & Reed in East Greenwich Town Of, RI is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on personalized solutions, Waddell & Reed aims to help clients achieve their financial goals and navigate the complexities of the financial market. Generated from their business information

Sparrow, Johnson & Ursillo Inc is a reputable accounting firm located in West Warwick, RI, with over 50 years of experience serving the accounting needs of Rhode Island and Southeastern New England. They offer a comprehensive range of services for businesses, executives, and independent professionals, providing a blend of personal service and expertise to help clients achieve their financial goals. With a team of licensed professionals, Sparrow, Johnson & Ursillo Inc is dedicated to providing timely and accurate accounting, audit review, tax, and management advisory services. Their commitment to staying informed about current events ensures that they can address the ever-changing tax and financial situations of their clients. Whether you need assistance with business or personal finances, Sparrow, Johnson & Ursillo Inc is ready to provide the help and guidance you need.Generated from the website