Rotman & Associates
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My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities. To the Comm
03/26/2026
Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore strategies for your situation and giving goals.
Use this simple 2026 timeline to help you stay organized, confident, and ready to have important financial conversations throughout the year. https://bit.ly/4t9EA4u
03/17/2026
Celebrating the spirit of St. Patrick’s Day — joy, unity, and a little luck!
Plan confidently. Use this 2026 Tax Readiness Playbook to help plan and stay ahead of key tax law changes and opportunities all year long.
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Telephone
Address
621 NW 53rd Street Suite 125
Boca Raton, FL
33487
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
