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Tom Potter
Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Potter and Associates</span>
Seasoned financial planner delivering tailored solutions.
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Location
Batavia, Illinois, United States, US
Skills
- Life Insurance
- Financial Planning
- Retirement
- Estate Planning
- Insurance
- Show all
Bio
Generated by
Topline AI
Tom Potter is a seasoned financial professional with over 30 years of experience in financial planning, estate planning, and strategic planning. He has helped individuals, families, and small businesses achieve their financial goals through tax reduction, retirement planning, and wealth transfer. With a strong educational background in English from Cornell College, Potter brings a unique perspective to his work as the owner of Potter and Associates.
Experience
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Potter and Associates
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Batavia, Illinois 60510
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Owner
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Jun 1982 - Present
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Batavia, Illinois 60510
Over 30 years experience in financial planning. Helping individuals, families and small businesses accomplish the following: Reduce Taxes, accumulate Capital for Retirement, Build Accounts for Educational Funding, Strategically reduce debt, Transfer Wealth and assist in Estate Planning.
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teacher/coach
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Aug 1979 - Jun 1987
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teacher/coach
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Aug 1975 - Jun 1979
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Education
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1965 - 1970Cornell College
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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