Batik Financial
We are a boutique financial planning firm that primarily works with Washington K-12 school teachers & professionals, independent schools, and small businesses. We help our clients achieve financial independence and reach their retirement goals. Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 (800) 874-6910. Batik Financial and PlanMember Securities Corporation are independently owned and operated.
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3 contacts with verified email or phone · masked until revealed.
- ML
Marlee Lawson
Client Services Associate · Customer/Client Service
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Marlee Lawson
Client Services Associate · Customer/Client Service
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- 3client services associate
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