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About

About This Business

Rowlette and Associates, LLC DBA: South Shore Retirement Services provides financial services, including retirement planning and investment services. The company assists clients with constructing financial strategies tailored to their goals through a process that begins with a 15-minute introductory call to discover the client's retirement objectives, followed by an evaluation of their financial situation. The planning phase involves determining the next steps for the client's retirement journey. South Shore Retirement Services partners with tax professionals and attorneys to provide additional tax and legal advice. The business provides services to residential customers.

BBB Accredited Since: 10/12/2017

Years in Business: 9

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Business Details

BBB File Opened:
9/6/2017
Business Started:
7/5/2016
Business Incorporated:
7/5/2016
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Rowlette and Associates, LLC
Business Management:
Mr. Mark Rowlette, Manager
Ms. Susan Collins, Assistant
Ms. Carol Talanian, Administrator
Number of Employees:
3

Additional Contact Information

Principal Contacts
Ms. Carol Talanian, Administrator
Customer Contacts
Ms. Susan Collins, Assistant
Ms. Carol Talanian, Administrator
Additional Email Addresses
Primary: Email this Business

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