Potomac Financial Private Client Group has been serving the McLean community since 2005 and provides comprehensive financial services, including insurance recommendations, retirement planning, investment management, estate planning, college savings, business planning, minimizing taxes, fiduciary services, and socially responsible investment strategies. Socially responsible investments are geared toward investors who care deeply about morals, ethics, environmental considerations, and social issues. Insurance options include life insurance, long term disability insurance, and long term care insurance. Buy/sell agreements, key man coverage, and group coverage are available for small businesses.
McLean, VA 22101