Botkin Financial Group

Botkin Financial Group Our services include investment management, financial planning, income planning and Social Security planning. Family values are at the core of what we do.

As a family owned and operated business, we believe strongly in treating our clients with the same level of respect, care, and loyalty that we extend to each other. We often work with three generations in a family to help each generation achieve their financial goals, whether it be accumulating wealth, generating income for retirement, or efficiently transferring assets to heirs or charity. Braden

Botkin offers securities and advisory services through Madison Avenue Securities, LLC (MAS) a registered investment advisor, member FINRA and SIPC. MAS and Preservation Financial and Insurance Services, Inc. are not affiliated companies. Michael Botkin is not affiliated with and does not offer securities or advisory services through MAS. Braden Botkin is licensed to solicit and sell securities and advisory services in the state of CA.

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Address

3655 Nobel Drive #270
San Diego, CA
92122

Opening Hours

Monday 7am - 3:30pm
Tuesday 7am - 3:30pm
Wednesday 7am - 3:30pm
Thursday 7am - 3:30pm
Friday 7am - 3pm

Telephone

+18586533939

Website

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