HB
Client Services Associate
ZF
Financial Advisor
EI
Financial Advisor
SL
Administrative Assistant
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Plotkin Financial Advisors
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
8401 Connecticut Ave Ste 400, Chevy Chas...Phone Number
(301) 907-9790Website
www.pfallc.comRevenue
<$5 MillionIndustry
About Plotkin Financial Advisors
Plotkin Financial Advisors is an independent investment advisory and financial planning firm that focuses on providing personalized financial clarity and wealth management services. They cater to a diverse clientele, including retirees, business owners, federal government employees, medical professionals, and households. Their services encompass financial planning, asset management, tax management, estate planning, and retirement income planning. Founded in 2003, the firm is dedicated to optimizing portfolio income and preserving wealth while upholding a fiduciary duty to serve their clients' best interests.Explore more
Plotkin Financial Advisors Org Chart
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Plotkin Financial Advisors is an independent investment advisory and financial planning firm that focuses on providing personalized financial clarity and wealth management services. They cater to a diverse clientele, including retirees, business owners, federal government employees, medical professionals, and households. Their services encompass fi... Read More
