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Plotkin Financial Advisors
Recognized as a leader in the financial planning industry, Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm associated with TD Ameritrade Institutional. The firm was founded in 2000 by Shimshon Plotkin. Shim’s vision was to provide personalized financial planning and asset management services to high net worth clients in the Washington, DC metropolitan area. Today, his team manages well over $100 million in assets for various clients.
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