Mills Potoczak & Co

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27600 Chagrin Blvd Ste 200
Beachwood, OH 44122

Mills Potoczak & Company, located in Beachwood, OH, offers a comprehensive range of financial services including accounting, tax planning, consulting, and merger and acquisitions. With a focus on providing expert CFO advisory, budgeting, and ESOP trustee services, the firm caters to a diverse clientele seeking strategic financial solutions.

Specializing in life settlement services, insurance coverage, and licensing, Mills Potoczak & Company boasts a team of qualified key personnel dedicated to delivering top-notch client services and transaction support. With a strong emphasis on maintaining bank accounts and conducting participant seminars, the company prides itself on its expertise in financial management and valuation review.

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