05/27/2020 • By Jason Siperstein, CFA, CFP®
At Eliot Rose, we specialize in helping clients who are transitioning into or living in “retirement.” Retirement is intentionally in quotes because it means so many different things to different people.
However, there are many other niches where we don’t have the right expertise. As President of the Financial Planning Association (FPA) of Rhode Island, I have come to know many advisors who I deeply respect. This post aims to showcase those advisors that do a great job in their area of specialty.