About Our Firm
Holistic Planning Approach
With a holistic planning approach, Bolotin Financial can help coordinate a strategy to accomplish any financial objectives. Integral to these wealth management solutions is the personalized website and custom account services, Personal Financial View.
This innovative technology platform puts all of the critical financial data and essential documents at the client’s fingertips including:
- Personal account aggregation
- Up-to-date monitoring of a client’s financial status
- Investment allocation across all money-types
- Details by holding for the asset class and sector analysis
- A secure online “vault” for documents
