Amit Desai - Mortgage Sales Manager

Potomac Financial Group is a comprehensive financial planning firm located in Beltsville, MD. They offer a wide range of services including retirement planning, estate planning, education planning, insurance planning, investment management, and small business planning. With their personalized solutions, they aim to help individuals achieve their immediate goals and long-term aspirations of financial independence and well-being. As a trusted partner for life, Potomac Financial Group provides a planning process that is as personal as each client. Their comprehensive wealth management planning process ensures that every aspect of a client's financial life is assessed, optimized, and refined to meet their goals. With a focus on understanding and managing risk, they use innovative tools to align with individual risk tolerance and achieve greater investment success.Generated from the website

Mutual of Omaha Advisors in Beltsville, MD, is dedicated to helping clients protect what they value and achieve their financial goals through a personalized discovery process. Their team of professionals adheres to high standards of service and professionalism, ensuring tailored strategies that meet individual needs. The company emphasizes comprehensive training and support for its advisors, fostering a collaborative environment that promotes career growth and development. With a commitment to their advisors' success, Mutual of Omaha Advisors provides extensive resources, marketing strategies, and a financial commitment to help them thrive in the financial industry. Generated from the website

Paul Pourreza-Mutual of Omaha Advisor in Beltsville, MD, is a financial services firm that offers a range of insurance and investment products to individuals and families. With a focus on providing personalized advice and solutions, the company helps clients navigate their financial goals and protect their assets for the future. Generated from their business information