Buttelman & Associates LLC, founded on February 26, 2008, is a distinguished wealth management and financial planning firm based in Palm Beach Gardens, Florida. For over three decades, the company has dedicated itself to assisting individuals and organizations with their investment objectives and financial goals, operating from its mailing address at 11576 BUCKHAVEN LANE.
The company prides itself on an independent approach to finance that is not captive to any particular firm or brand, allowing them to work with several of the industry's most prestigious investment and insurance providers. This independence ensures personalized and unbiased financial advice aligned with each client's unique needs.
Robert Dattolo, a Palm Beach County native, joined Buttelman & Associates after completing his education at The University of Alabama where he pursued Finance and Economics and gained invaluable experience through internships with the firm itself as well as Jones Lowry Estate Planning. His involvement extends beyond financial advising into wealth management and retirement planning aimed particularly at local professionals, teachers, and service employees.
Michael Buttelman leads the firm, supported by Aida Corral Buttelman as Vice President. The team of financial advisors is licensed to sell securities, annuities, life, and health insurance products and provides comprehensive services tailored for each client's long-term prosperity.
Buttelman & Associates LLC continues to uphold its commitment to community development and client success with a history marked by milestones such as its reinstatement on November 19, 2017, and the filing of an annual report on February 12, 2024. To discover more about their offerings, potential clients can visit their website at buttelmanassociates.com or contact them through various phone lines detailed under their service information.
KEY FACTS ABOUT BUTTELMAN & ASSOCIATES LLC
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US Businesses
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Companies in Florida
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Palm Beach County Companies
- Company name
- BUTTELMAN & ASSOCIATES LLC
- Status
- Active
- Filed Number
- L08000020240
- FEI Number
- 320245303
- Date of Incorporation
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February 26, 2008
Age - 18 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://buttelmanassociates.com
- Phones
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(561) 965-1000
(561) 354-5771
(561) 472-2700
(561) 633-2990
(561) 801-3702
(561) 385-8632
(561) 635-8054
BUTTELMAN & ASSOCIATES LLC NEAR ME
- Principal Address
- 11576 BUCKHAVEN LANE,
Palm Beach Gardens,
FL,
33412,
US
See Also