Rotman & Associates
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Our Commitment
Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there.
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 Community
Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area. To Our Clients
Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.
09/24/2026
Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.
09/24/2026
Download this free guide to explore 4 ways long-term care can be paid for. [Link] Want to discuss your planning options? Reach out.
https://bit.ly/4rDIyTp
Life insurance helps protect the people you love today — and opens up possibilities for their tomorrow. Talk to me to see if your coverage fits your goals.
Last week, markets navigated a challenging combination of renewed Fed tightening, rising Treasury yields, and persistent inflation concerns. Technology strength helped keep the S&P 500 near flat, while cyclical, small-cap, and rate-sensitive sectors lagged. Strong economic data supported growth but increased expectations for another rate hike. Read this week’s market perspective to learn more.
09/20/2026
May this Yom Kippur bring peace, reflection, and renewal.
09/17/2026
Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the time to ensure that you have a foolproof retirement plan that will allow you to retain your way of life once you decide to stop working. Let’s talk about bolstering your retirement plan today.
U.S. markets declined last week as higher oil prices, persistent inflation concerns, and rising Fed rate hike expectations pushed Treasury yields higher. The S&P 500 fell 0.8%, bonds also posted losses, and consumer sentiment weakened, while strong earnings offered some support. Energy led performance, while gold and Bitcoin declined. Learn more from this week’s market perspective.
09/14/2026
As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.
09/14/2026
September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.
09/11/2026
Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.
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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 |