Dollar & Sense

Dollar & Sense (CRD# 129210) is a financial advisory firm headquartered in Pittsfield, MA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Dollar & Sense
Showing 1 - 1 of 1 top financial advisors.
James R. Rose
CRD#: 1335376
222 South Street, Suite 103, Pittsfield, MA 01201

James Rose (CRD# 1335376) is an Investment Advisor Representative working at Dollar & Sense in Pittsfield, MA and has over 33 years of experience in the finance industry. James Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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