Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). Founded in 2003 by Shimshon Plotkin, Shim’s vision was to provide personalized financial planning and asset management services to high net worth clients in the Washington, DC metropolitan area. Today, his team oversees over $100 million in assets for various clients.
At PFA, we’re in the business of making a difference in the lives of our clients and their families. We are guided by our core values of honesty, integrity, independence, innovation, objectivity and as fiduciaries of our clients’ interests. As an independent firm we are free to craft financial plans and make recommendations that fit our clients’ best. The services and investments we recommend are based on what is in the best interest for our client.
Securities offered through Independent Financial Group, LLC, member SIPC/FINRA. Advisory services offered through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities. For a list of states in which we are registered to do business, please visit our website www.pfallc.com. Information is provided from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the 3rd party website you are leaving our website and assume total responsibility for your use of these sites.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 8401 Connecticut Ave, Chevy Chase,maryland 20815,united States
- Phone
- +1-301-907-9790
- In****@****llc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pfallc.com
- Keywords
- Chevy Chase.
- HQ
- Chevy Chase, Maryland
Plotkin Financial Advisors, Llc Questions
Plotkin Financial Advisors, Llc's helpline number is +1-301-907-9790
Plotkin Financial Advisors, Llc's website is pfallc.com
Plotkin Financial Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/plotkin-financial-advisors-llc
Plotkin Financial Advisors, Llc has
5 employees.
View email and phone details for 5
employees at Plotkin Financial Advisors, Llc.
Plotkin Financial Advisors, Llc's industry is
Financial Services
Plotkin Financial Advisors, Llc's top competitors are
Capital Financial Planners,
Sentinel Financial Group, Llc.,
Farr, Miller & Washington,
Pointer Financial Advisors,
Wela Strategies, Llc,
Signaturefd,
Berman | Cresset Family Office,
The Family Firm,
Heritage Investors Management Corporation,
Graham Capital Wealth Management.
Plotkin Financial Advisors, Llc's support email address is Info@pfallc.com
Plotkin Financial Advisors, Llc's categories are Financial Services
Plotkin Financial Advisors, Llc's founding year is 2003
