Botkin Family Wealth Management - McMurray (PA)

5 /5 Kathy McAndrew: We have been with the Botkins since the 1990s and we would not trust anyone else to guide our investments. They are very responsive and touch base often with their clients. We have a formal meeting and recap of investments once a year. They return our calls with any questions we may have.. This is such a pleasure compared to what we had before with other financial planning groups. The Botkin Family Wealth Management group are first class and we would highly recommend that you arrange a meeting with them to see if they are a fit for you. You will not be disappointed. They educate their clients multiple times a year through ZOOM meetings and have guest speakers, experts in their field. We always want to learn for better understanding. We are very satisfied with this company.

5 /5 Joe Johns: It is with great pleasure that I share my most satisfying experience in working with the bright and kind staff of Botkin Family Wealth Management (BFWM). Les and Lester Botkin managed the assets of my parents. They provided a strategic direction to augment their wealth and support their financial needs well into retirement. Upon my fathers death in 2021, and my mothers subsequent illness, Les and Lester compassionately stepped up to provide a tax-conscious plan to draw down the assets to pay for my mothers considerable needs. Danielle Wilson was there from Day 1 to provide invaluable guidance and support, often times above and beyond the scope of the traditional financial advisor. Upon my mothers death in 2025, Lester and Danielle could not have been more supportive to assist with the distribution of the BFWM managed assets to me and my two sisters. Additionally, they provided direction and support to pursue other assets and insurance polices held outside of BFWM. In summary, Botkin Family Wealth Management is a class act. They are sincere, kind, compassionate, bright, professionals who care and serve others well. They do work that matters for people who care. I am among their biggest fans and am humbled to have them as friends. If you would be half as satisfied as I am, they will still far exceed your expectations. Sincerely, Joseph P. Johns, Jr.

5 /5 Anna Cehelsky: I have been with them for more than 20 years an would not trust anyone else to guide my investments. I brought my husband on after we got married and he moved his money over. They are very responsive and touch base often. This is such a pleasure compared to what I had before when I would call my other wealth management group and had to talk to whoever answered the phone. They are first class and I would recommend that you arrange a meeting with them to see if they are a fit for you. You wont be disappointed.

5 /5 patti burks: WENT TO BOUKI. TODAY. IMPRESSED WITH SERVICES. LOVE THE ADS IN KDKA ABOUT THEIR FAMILY

1 /5 Chris Aiello: My husband put his trust in this company 25 years ago and was told he would have a million dollars, what a joke. Had he went with a reputable company that guided him, he would have. Your job is to guide your customers, educate and recommend what is best for an individual rather collect your fees and send your Christmas Cards. Shame on you!!!!