Rachel G.
9/20/2023
Jake Rothman is a world-class financial professional. I highly recommend Rothman Investment Management. I reached out to Jake to help my mother get her finances in order and plan for retirement....
Rothman Investment Management
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9700 El Camino Real Ste 302
Atascadero, CA 93422
Rothman Investment Management, nestled in Atascadero, CA, is dedicated to helping individuals build, protect, and nurture their wealth. Their team understands the value of hard-earned money and aims to empower clients to make informed financial decisions.
Guided by a commitment to providing personalized financial solutions, Rothman Investment Management offers services such as financial planning, investment management, and financial coaching. Their emphasis lies in establishing a strong foundation for long-term financial success.
With a focus on a proven process rather than fleeting trends, Rothman Investment Management prioritizes a comprehensive and strategic approach to investment management. Clients can expect a fiduciary relationship built on trust and transparency when partnering with their team.
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