I have been using these services for years, always had a great experience and very thorough.
October 2022
He has thorough explanations for everything he does regarding tax services and business practices. I use him for several of my businesses along with my personal tax filings and never encountered a problem. I highly recommend Potomas Advisory Group.
October 2022
I can't imagine having another firm handle my business or personal tax returns. They are always timely, respectful, friendly and, although my business is small, treat me as though I'm as important as any larger client.
At Potomac Advisory Group, we understand how overwhelming it can be to navigate the world of tax, financial, and insurance services. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.
We are an independent financial services firm assisting clients in securing a future for themselves and their families and act as a financial compass for their plans. We provide comprehensive wealth management, including tax, finance, and insurance services and our goal is to help you live the best life you can. Our top priority is to serve our clients first, last, and always. We are a fiduciary.
