Home
About Us
Product and Services
Retirement Planning Today
- About The Class
- Class Dates and Registration
Tools
Contact

Our Services

Retirement Planning
Wealth Planning
Asset Management
Access to Trust Services
Fee-based Financial Planning
401(k) Review

Contact

Rotman & Associates

Office: 954-389-0314

Fax: 954-351-2468

621 NW 53rd St.

Suite 125

Boca Raton, FL 33487

jrotman@financialguide.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities, investment advisory and financial planning services offered through registered representatives of MML Investors Services, LLC Member SIPC. 1000 Corporate Drive Suite 700, Ft. Lauderdale, FL 33334. 954-689-9484. Rotman & Associates is not subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

licensed to sell insurance products in the following jurisdictions: CA, CT, FL, GA, KY, MA, MI, NC, OH, TN, TX, VA and licensed to sell securities in the following jurisdictions: CA, FL, MD, NC, KY

Jeffrey R. Rotman, domiciled in FL, California Insurance Lic. #0C07168
Kristina Bergman, domiciled in FL, California License #4180291
Danielle Bonhomme -Delprato, domiciled in FL, California License #4071036.
Diana Kokhan, domiciled in FL, California License #4031161

CRN 202511-3354609

Online Privacy Policy | Legal Notices