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Rothman Investment Management
9700 El Camino Real, Atascadero, California, United States
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About the Rothman Investment Management
Rothman Investment Management, located at 9700 El Camino Real in Atascadero, California, is a finance institution dedicated to helping individuals make their money work for them. With a focus on providing a proven process and long-term strategy, rather than chasing trends, Rothman Investment Management aims to help clients achieve their financial goals. As a fee-only investment management firm, they prioritize the best interests of their clients. Before making any financial decisions, it is recommended to consult with a qualified financial adviser or tax professional.
Photos of Rothman Investment Management
9700 El Camino Real suite 302, Atascadero, CA 93422, United States
Opening hours of Rothman Investment Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Rothman Investment Management
"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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