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POTTERFINANCIALSOLUTIONS.COM

Potter Financial Solutions, Inc.

Welcome to our website where potential clients can learm about our firm and the benefits of using our services. We believe very strongly in financial education. Both existing clients and potential clients can improve their financial literacy by taking advantage of the wealth of information found on this website in the form of newsletter articles, calculators, and research reports. In addition, you may use our website to get easy access to market performance data including quotes on stocks. We hope you see t

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Potter, Bruce

12395 Wo●●●●●●●●de Drive

San●●●ego , CA, 92128

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858-●●●●6262
do●●●●@emerald.fiserv.com

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Emerald Connect, LLC

Emerald Connect, LLC

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San●●●ego , CA, 92128

US

1.85●●●●6262
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Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

US

1.85●●●●6262
do●●●●@emeraldtools.com

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Welcome to our website where potential clients can learm about our firm and the benefits of using our services. We believe very strongly in financial education. Both existing clients and potential clients can improve their financial literacy by taking advantage of the wealth of information found on this website in the form of newsletter articles, calculators, and research reports. In addition, you may use our website to get easy access to market performance data including quotes on stocks. We hope you see t
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Potter Financial Solutions, Inc. | potterfinancialsolutions.com Reviews

https://potterfinancialsolutions.com

Welcome to our website where potential clients can learm about our firm and the benefits of using our services. We believe very strongly in financial education. Both existing clients and potential clients can improve their financial literacy by taking advantage of the wealth of information found on this website in the form of newsletter articles, calculators, and research reports. In addition, you may use our website to get easy access to market performance data including quotes on stocks. We hope you see t

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1

Learning Center : Potter Financial Solutions, Inc.

http://www.potterfinancialsolutions.com/learning_center

Potter Financial Solutions, Inc. Providing honest, unbiased financial advice and investment management to help people meet their financial goals. Potter Financial Solutions, Inc. 2542 W 108th Place. Markets at a Glance. You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms. Educate yourself on a variety of financial topics. A host of financial tools to assist you. Financial terms from A to Z. Of this ...

2

Potter Financial Solutions, Inc.

http://www.potterfinancialsolutions.com/learning_center/flipbooks

Potter Financial Solutions, Inc. Providing honest, unbiased financial advice and investment management to help people meet their financial goals. Potter Financial Solutions, Inc. 2542 W 108th Place. Markets at a Glance. Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. Ben Bernanke, Former Chairman of the Federal Reserve. Strategies to Help Build Your Future. America’s Retirement Safety Net. The roa...

3

Potter Financial Solutions, Inc.

http://www.potterfinancialsolutions.com/learning_center/videos

Potter Financial Solutions, Inc. Providing honest, unbiased financial advice and investment management to help people meet their financial goals. Potter Financial Solutions, Inc. 2542 W 108th Place. Markets at a Glance. One survey found that 50% of current retirees had to retire earlier than they expected. Source: Employee Benefit Research Institute, 2015. A Wild Ride: Understanding Market Volatility. Open Video New Window. Bipartisan Budget Act Impacts Medicare and Social Security. Open Video New Window.

4

Our Mission Statement : Potter Financial Solutions, Inc.

http://www.potterfinancialsolutions.com/Our-Mission-Statement.1.htm

Potter Financial Solutions, Inc. Providing honest, unbiased financial advice and investment management to help people meet their financial goals. Potter Financial Solutions, Inc. 2542 W 108th Place. Markets at a Glance. We provide personalized service, monitoring and managing of accounts, and regular reporting of progress toward meeting our clients goals. Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current.

5

Tax Library : Potter Financial Solutions, Inc.

http://www.potterfinancialsolutions.com/learning_center/tax_library

Potter Financial Solutions, Inc. Providing honest, unbiased financial advice and investment management to help people meet their financial goals. Potter Financial Solutions, Inc. 2542 W 108th Place. Markets at a Glance. We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Access IRS tax forms. All quotes are...

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Markets at a Glance. Welcome to the Potter and Associates Web site,. Where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Determine whether you should consider refinancing your mortgage. How much can you afford to pay for a car? Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. This calculator can help you determine whether you should consider converting to a Roth IRA. Securities licensed in...

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Potter Financial Solutions, Inc. Providing honest, unbiased financial advice and investment management to help people meet their financial goals. We are fiduciaries, we act in our client's best interests. Potter Financial Solutions, Inc. 2542 W 108th Place. Markets at a Glance. Providing honest, unbiased financial advice and investment management to help people meet their financial goals. We are fiduciaries, we act in our client's best interests. Please take advantage of this resource and visit us often&...

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