Are you a nice person?
Most financial advisors want to know how much money you have to give them before they will meet with you. Why? Because they have a minimum investment requirement to take you as a client. Some even advertise the amount. “If you have $ 500,000 give us a call, we want to talk to you!” We have a minimum requirement too, our clients must be nice people.
I think you know if you meet our minimum requirement, but here is a surefire way of knowing. Do people say that your nice? Do they want to be around you, ask for your advice, and do you and they smile and laugh a lot? If so you might enjoy working with a team of the nicest people I know, Potomac Private Client Group, LLC.
We’re not only nice, we are good listeners and we understand your goals and dreams. Our practical planning and financial advice comes from decades of working with hundreds of other nice people just like you. At Potomac Financial Private Client Group, LLC our only business is to help clients make better financial decisions every day, and if you are nice, we would like to help you too.