Plotkin Financial Advisors is a retirement planning firm. Become financially independent through financial planning and investment & asset allocation strategy.
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Plotkin Financial Advisors, LLC
Shimshon Plotkin
8401 Con●●●●●●●●t Avenue
Sui●●●400
Chev●●●●hase , Maryland, 20815
United States
View this contact
Plotkin Financial Advisors, LLC
Shimshon Plotkin
8401 Con●●●●●●●●t Avenue
Sui●●●400
Chev●●●●hase , Maryland, 20815
United States
View this contact
Plotkin Financial Advisors, LLC
Shimshon Plotkin
8401 Con●●●●●●●●t Avenue
Sui●●●400
Chev●●●●hase , Maryland, 20815
United States
View this contact
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Plotkin Financial Advisors | Retirement Planning | Investment Management | plotkinretirementplanning.com Reviews
https://plotkinretirementplanning.com
Plotkin Financial Advisors is a retirement planning firm. Become financially independent through financial planning and investment & asset allocation strategy.
Plotkin Financial Advisors
http://www.pfallc.com/plotkin_financial_disclaimer.htm
Why We Are Different. Investment Advisory Services Offered Through Plotkin Financial Advisors, LLC., a Registered Investment Advisor. Securities Offered Through Independent Financial Group, LLC., member FINRA/SIPC. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Why We Are Different. Plotkin Retirement Disclosure Brochure.
Tax Management | Tax Preparation | Plotkin Financial Advisors
http://www.pfallc.com/plotkin_financial_tax_management.htm
Why We Are Different. Understanding the taxable concerns of each client is critical for income and asset management success. Our asset management recommendation are made such that potential tax liabilities are minimized. For qualified individuals, our Signature Services will pay for your yearly tax preparation fees. Why We Are Different. Plotkin Retirement Disclosure Brochure. 2015 Plotkin Financial Advisors, LLC 8401 Connecticut Avenue Suite 400 Chevy Chase, MD 20815 301-907-9790 Fax: 301-907-9793.
Plotkin Financial Advisors Account Access | Financial Planning
http://www.pfallc.com/plotkin_financial_account_access.htm
Why We Are Different. Click here to access your Client Web Portal (Morningstar). When you link to this site, you are leaving Plotkin Financial Advisors. Click here to access your TD Ameritrade account. When you link to this site, you are leaving Plotkin Financial Advisors. Click here to access your Charles Schwab account. When you link to this site, you are leaving Plotkin Financial Advisors. Why We Are Different. Plotkin Retirement Disclosure Brochure.
Plotkin Financial Advisors
http://www.pfallc.com/plotkin_financial_firm_profiles.htm
Why We Are Different. Shimshon Plotkin, CFP. Ittai Dvir, CFP. Mary Beth Healy, CFP. Harris Belinkie, Esq. Shimshon Plotkin, CFP , CFS. The Legacy Committee of the Baltimore Zionist District sought Shim’s advice when creating their long-term endowment for the support of local non-profit causes. Shim believes supporting synagogues and churches is an important way to promote values and excellence in communities across the country. Why We Are Different. Plotkin Retirement Disclosure Brochure. Illnois, Louisi...
Plotkin Financial Advisors | Certified Financial Planners
http://www.pfallc.com/plotkin_financial_team.htm
Why We Are Different. Our professionals have a wide range of specialties to meet the needs of all clients. Dedication to the financial planning profession and clients is evidenced in the respect and trust we’ve established. If you are interested in professional services with ultimate integrity, we urge you to contact us. Why We Are Different. Plotkin Retirement Disclosure Brochure. 2015 Plotkin Financial Advisors, LLC 8401 Connecticut Avenue Suite 400 Chevy Chase, MD 20815 301-907-9790 Fax: 301-907-9793.
Plotkin Financial Advisors | Estate and Financial Planning
http://www.pfallc.com/plotkin_financial_financial_planning.htm
Why We Are Different. The Financial Planning Process. We take the necessary time to listen and learn about our clients’ lives, families, goals, attitudes, wishes and concerns. We ask such questions as: When do you want to retire? How much income do you want in retirement? How do you want your estate distributed at your death? After presentation of your personal plan and the recommendation and strategies in the plan, we work with you to refine the plan to your needs and implement each step. Broker securit...
Independent Financial Planning | Plotkin Financial Advisors
http://www.pfallc.com/plotkin_financial_independence.htm
Why We Are Different. We are not affiliated with any bank, mutual fund or insurance company. Independent Financial Group and Plotkin Financial Advisors, LLC are separately licensed entities and there is no common ownership or control. Our clients have the option of investing in a wide spectrum of investments. Why We Are Different. Plotkin Retirement Disclosure Brochure. 2015 Plotkin Financial Advisors, LLC 8401 Connecticut Avenue Suite 400 Chevy Chase, MD 20815 301-907-9790 Fax: 301-907-9793.
Plotkin Financial Advisors | Financial Planning Firm | FAQ
http://www.pfallc.com/plotkin_financial_faqs.htm
Why We Are Different. Who holds my investments and money? Our primary custodians are Charles Schwab Institutional and TD Ameritrade Institutional. Our secondary custodian is Pershing and Company, located in Jersey City, NJ. Who is Independent Financial Group, LLC (IFG)? Is my money safe? SIPC insurance does not protect your account from market loss. Who monitors Plotkin Financial Advisors? How do I schedule and appointment? What should I bring to my first meeting? Our first meeting is an opportunity to l...
Financial Planning Resources | Plotkin Financial Advisors
http://www.pfallc.com/plotkin_financial_resources.htm
Why We Are Different. By clicking these links, you will be leaving our web site. Independent Financial Group, LLC. First Trust Advisors, L.P. Tax and Financial sites. The Wall Street Journal. Why You Need a Financial Advisor. Shim Plotkin Elected to the REISA Board of Directors. Why We Are Different. Plotkin Retirement Disclosure Brochure. 2015 Plotkin Financial Advisors, LLC 8401 Connecticut Avenue Suite 400 Chevy Chase, MD 20815 301-907-9790 Fax: 301-907-9793.
Financial Planning | Plotkin Financial Advisors | Core Values
http://www.pfallc.com/plotkin_financial_core_values.htm
Why We Are Different. Our core values are the foundation of everything we do at Plotkin Financial Advisors. They define who we are, what we do and how we do it. We base our philosophy on the strength of our relationships. Clients and associated professionals will always have an open line of communication with us, built on a dependence for quality and integrity. We must always do what is best for the client. We adhere to the moral and ethical princaples of honesty and excellence. Why We Are Different.
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Plotkin Financial Advisors | Retirement Planning | Investment Management
Call Us Today 1-866-281-3879. Plotkin Financial Advisors, LLC (PFA). Specializes in retirement planning and financial planning from our office in Chevy Chase, MD and serves areas in and around Washington D.C. Our expertise in tax, legal, and financial practice areas along with a personalized element provide a unique retirement planning service. By Phone or Fax. Plotkin Financial Advisors, LLC. Chevy Chase, MD 20815. Retirement Planning for a Financially Independent Future. Broker securities available to ...
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ATI Wah Chang Ti Wire. Reynolds Packaging, KAMA Inc. Warm Fur Lined Boots. Loading. Please wait. Or Create an account. Or Create an account. All prices are in All prices are in USD. ATI Wah Chang Ti Wire. Reynolds Packaging, KAMA Inc. Warm Fur Lined Boots. ATI Wah Chang Ti Wire. Reynolds Packaging, KAMA Inc. Warm Fur Lined Boots. All prices are in All prices are in USD. Welcome to JG. Plotkin and Sons Shoe Co. Carolina 8 Logger - 821/1821 - Briar. Womens Work: Snow Creek. Red Wing, Worx, Irish Setter.
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