The Bolotin Financial Group – Helping to Achieve Financial Freedom

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Passion, Process,
and People

Discover “white glove” financial planning services

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“Understanding where you
have been, where you are now,
and where you want to go.”

Planning for every stage of life

About the Firm

Planning for every stage of life

Vision, Mission and Values

Delivering holistic wealth management

Meet the Team

Knowledgeable, dedicated professionals

Bring the Rainbow

To Sidney Bolotin, rainbows represented both beauty and completeness. Bolotin Financial strives to "bring the rainbow" in everything they do.

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Individual/Family
Client Services

With a complete portfolio of planning services and access to a network of comprehensive resources, Bolotin Financial can serve as a personal family office.

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Corporate Client Services

For over 40 years, The Bolotin Financial Group has worked with family-owned, closely-held businesses and medical practices.

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Healthcare Client Services

The Bolotin Financial Group’s medical practice has been explicitly created to assist physicians, medical executives, practice managers, and other clinicians.

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state. We have individuals licensed to sell insurance products in the following jurisdictions: AR, AZ, CA, CO, CT, FL, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, TX, UT, VA, VT We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, CT, DC, FL, GA, IA, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, VT, WI. C.