Testimonials

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Potomac Financial Private Client Group, LLC

3141 Fairview Park Drive, Suite 250, Falls Church, VA, United State, 22042 - View Map

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~ Helping clients make better financial decisions ~ Experienced and deep in many areas of investment management, our consideration of socially responsible and socially conscious investments in our wealth management process and platforms allow clients the option to align their core values with the objectives and power of their investment and retirement portfolios. Additionally, through our team of CERTIFIED FINANCIAL PLANNER professionals, we build trusted, long-term client relationships by implementing an array of leading-edge, effective and tax-advantaged investment, retirement and financial planning strategies for individuals, families and their businesses. Our consultative, client-centric approach combined with our focus on delivering the highest levels of service help clients not only achieve their financial goals and dreams but also live their lives with great confidence, optimism and success.Members of the Potomac Financial Private Client Group, LLC offer securities and investment services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and offer annuities and insurance products through AXA Network, LLC and its subsidiaries. Potomac Financial Private Client Group, LLC is not owned or operated by AXA Advisors or AXA Network.AGE 51427 (9/09)(exp. 9/11)