Signature Services

Simplify Your Finances

You may not always have the time to monitor your entire financial situation.

At Plotkin Financial Advisors, LLC, we offer a comprehensive solution that includes our Signature Services.

We believe that consolidating and simplifying your situation through our Signature Services enables you to focus on your career, enjoy time with family and friends, and pursue the retirement you deserve.

Plotkin Financial Signature Services

Plotkin Financial Advisors’ (PFA) Signature Services program offers complimentary and comprehensive income tax and estate planning services to eligible clients.

Through our preferred network of attorneys and Certified Public Accountants (CPAs), our team can coordinate annual income tax preparation and address estate planning needs at no additional cost.

We understand that premium financial planning requires ongoing monitoring of our clients’ entire financial situation. PFA’s Signature Services complements our holistic financial planning approach.

Truly unique, this solution speaks to our commitment to meeting the financial planning needs of our clientele.

Contact Us Today

Let’s talk about your financial goals and how
Plotkin Financial Advisors can realize them.

Quick Links

Call Us: (301) 907-9790

(301)-907-9793

Chevy Chase, MD / Headquarters
8401 Connecticut Ave #400
Chevy Chase, MD 20815

We also provide service in:
Ocean View, DE
Boca Raton, FL

Securities offered through Independent Financial Group, LLC, a registered broker-dealer, member FINRA/SIPC Broker securities available to residents of Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
Advisory services are offered through Plotkin Financial Advisors, LLC, a Registered Investment Advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities.
Registration with the United States Securities and Exchange Commission (SEC) does not imply a certain level of skill or training.
or that the SEC has approved or verified the advice or services offered by Plotkin Financial Advisors.

Information provided is 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 and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. No investment strategy can guarantee a profit or protect against loss.

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