Since 2005, we have empowered our clients to reach their financial goals and make better financial decisions. Due to the governor's "stay-in-place" mandate, our physical office is currently closed, and we are working remotely. We remain available to support you, however. If you need anything-for example, to open an account, deposit or withdraw money, or submit paperwork-please contact us at 703.891.9960.
You may also access your account information electronically by logging into Investor360°. We will strive every day to be the best financial firm you've ever worked with, the one you want to tell your family and friends about. We will give objective, independent advice focused only on your best interest.
You may also access your account information electronically by logging into Investor360°. We will strive every day to be the best financial firm you've ever worked with, the one you want to tell your family and friends about. We will give objective, independent advice focused only on your best interest.
Services
Saving for Retirement (or another goal) - how much do you need and how will you get there?. Income in Retirement - How will you make your money last, have confidence in your plans and really enjoy your retirement years?. Estate Planning - When you are gone, will your wealth be transferred efficiently and easily to the people and organizations you care about.
Part of our value is in leading your team of advisors, tax professionals and attorneys to ensure your plan is successfully implemented. If you need an introduction, or you're not sure exactly who may be best able to help - let us introduce you to people we've worked with before. We try to stay in touch, but don't hesitate to make an appointment any time you would like to review your financial plan or portfolio.
If you are an experienced advisor looking for a new home, Potomac Financial Private Client Group, LLC may have a place for you. At Potomac Financial Private Client Group, LLC we have been proud to serve our clients since 2005. We practice a customer-focused approach to financial services, helping craft solutions for each client's unique situation.
We are not affiliated with any insurance or investment company. We will recommend investments and strategies that are right for you and your unique situation. Everyone promises great service, few deliver. No voicemail purgatory. No calling someone in another time zone who can't pronounce your name and doesn't care to try.
What is a broker/dealer? A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA).
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