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Rothman Investment Management - Atascadero, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 9700 El Camino Real suite 302, Atascadero, CA 93422, United States.
Phone: 8052866378.
Website: rothmaninvest.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Rothman Investment Management

Rothman Investment Management 9700 El Camino Real suite 302, Atascadero, CA 93422, United States

☎️8052866378

⏰ Open Hours of Rothman Investment Management

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 8 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Rothman Investment Management is a prestigious financial planning firm located at 9700 El Camino Real suite 302, Atascadero, CA 93422, United States. 805-286-6378 is their direct phone line, and they can also be found online at rothmaninvest.com. The firm specializes in financial planning and is known for its high-quality services.

The company offers a range of services, including online appointments and on-site services, ensuring that clients have multiple options for managing their financial needs. Their location is wheelchair-accessible, with amenities such as a wheelchair-accessible car park, entrance, and toilet available for clients. It is recommended to book an appointment in advance, as it can help ensure a more personalized service.

Rothman Investment Management has received positive feedback from its clients. The company has 1 review on Google My Business, with an impressive average rating of 5/5. This high rating is a testament to the firm's commitment to providing excellent service and support to its clients.

👍 Reviews of Rothman Investment Management

Rothman Investment Management - Atascadero, California
Rachel G.
5/5

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. We interviewed a few financial planners and I am so thrilled we chose Jake! We completed his Financial Planning offering which includes 4 sessions (60-90 mins each). There was significant time spent truly understanding my mother's goals, dreams, necessities, and worries. Jake is an incredible active listener, is highly organized, very empathetic, and well-versed on winning budgeting and investment strategies. Best of all, Jake has a genuine passion to help you succeed. He earned our trust quickly. Jake truly helped us create a plan for success that is highly personalized and simple to execute on. I also appreciated how easy Jake was to work with. You can schedule meetings in-person or via Zoom, easily book via Calendly and he promptly sends thorough notes after every meeting. Overall, I highly recommend his firm and look forward to partnering with them further.

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