Plotkin Financial Advisors, LLC

Plotkin Financial Advisors provides financial planning and investment management services. They gather information about your financial situation, goals, and risk tolerance to develop personalized recommendations. Financial planning can be comprehensive or limited in scope, and is offered either as part of portfolio management or as a standalone service. They manage portfolios on a discretionary or non-discretionary basis, investing in stocks, bonds, and exchange-traded funds. Wealth management services include estate planning, insurance counseling, and tax planning.