Bolotin Financial Group

301 Edgewater Place, Suite 200 • Wakefield, MA 01880

(781) 876-4101

Our Vision, Mission & Values

 

Most people don't
plan to fail,
they fail to plan.

 

 

 

 

 

OUR VISION

We will be living proof that caring, integrity, hard work and innovation at all levels create success. We will be recognized for delivering an unrivaled combination of successful wealth management solutions and exceptional client service. We are a holistic, long-term trusted partner helping to make organizations within today's chaotic life.

OUR MISSION

Our mission is to enhance our clients' lives. We strive to become and remain our clients' most trusted advisor. We will do this by providing the highest quality client service and the best possible wealth management solutions to our clients and the people that are important to them. We will continuously improve all aspects of our business in order to sustain the long-term success of our clients and ourselves.

OUR VALUES

Clients are the focus of everything we do.

  • We “bring the rainbow” by staying positive and giving 150%
  • We act with knowledge, passion and integrity
  • We are professional, accountable and respectful

Employees are critical to our success.

  • We provide people opportunities for achievement, greater responsibility and recognition
  • We are honest and consistent in the pursuit of organizational goals and managerial actions
  • We cultivate the desire and energy of people to identify with and buy into the success of the organization

Services and products drive our growth opportunities.

  • Attract and retain knowledgeable, skilled and experienced people
  • Offer the highest quality of service to increase our competitive edge
  • our values represent the core of our employees' beliefs in terms of how we want to operate as a company and as individuals.

PASSION. PROCESS. PEOPLE. NOT PRODUCTS.

Contact Information:

Bolotin Financial Group

301 Edgewater Place, Suite 200
Wakefield, MA 01880

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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