About Us

20+ years of Experience Serving Our clients

For more than twenty years, The Budin Group has been helping motivated clients strive to experience the exhilaration of financial freedom. We educate our clients about all aspects of money management. As a result, you will feel involved with your investment strategy. Many years working with the local media has taught us how to take complex issues and make them easier to understand.

Client Centered

We measure our success by more than the numbers. As long as we are keeping you focused on your long-term goals and desires, we are doing our job successfully. Why not have one less worry? We want you to play golf, spend time with your family, see the world, pursue your dreams and most importantly, enjoy life.

Our dedicated and talented service team aims to provide a first-class client experience. Open communication is essential to a successful client relationship. We are proactive in contacting our clients -- if we don’t hear from you, you will hear from us. All phone calls and emails will be returned in a timely manner. In our never-ending commitment to improvement, we always value your feedback.

We invite you to join us on the road to your financial destination!

Featured Content

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.
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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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