I have been independently advising, guiding and educating clients toward their financial goals since 1989. Working closely with employees of Ford Motor Company, the University of Michigan and the automotive industry has allowed me to focus on the challenge and opportunities facing those retired or contemplating retirement.
Randall S. Potter, Cfp
-
OwnerRandall S. Potter, Cfp Oct 2001 - Present100 E. Big Beaver Rd, Suite 840, Troy, Mi 48084Working with clients with pre-retirement planning, retirement income planning, wealth management, tax planning, estate preservation and college funding needs. Client goals and objectives are identified and implemented through written financial plans. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
-
OwnerRandall S, Potter, Cfp Oct 1994 - Oct 20012350 Washtenaw Ave, Ann Arobr, Mi
-
Agent/RepresentativeLincoln Financial Group Sep 1989 - Oct 1994Troy, Mi
-
Information Systems AnalystEds Dec 1985 - Sep 1989Troy, Mi
-
Sr. Systems AnalystAnr Pipeline Co. Mar 1980 - Mar 1985Detroit, Michigan
-
Programmer AnalystFord Motor Company Sep 1977 - Mar 1980Dearborn, Michigan
Randy Potter Skills
Randy Potter Education Details
-
University Of Detroit MercyManagement, Finance -
Michigan Stage UniversityMathematics -
Miami UniversityEconomics
Frequently Asked Questions about Randy Potter
What company does Randy Potter work for?
Randy Potter works for Randall S. Potter, Cfp
What is Randy Potter's role at the current company?
Randy Potter's current role is Certified Financial Planner and Owner at Randall S. Potter, CFP.
What schools did Randy Potter attend?
Randy Potter attended University Of Detroit Mercy, Michigan Stage University, Miami University.
What are some of Randy Potter's interests?
Randy Potter has interest in Kaying, Biking, Tennis, Golf, Travel, Skiing (Downhill And Cross Country), Fishing.
What skills is Randy Potter known for?
Randy Potter has skills like Retirement Planning, Iras, Tax, Wealth Management Services, Strategic Financial Planning, Investments, Financial Planners, Retirement, Asset Allocation, Wealth Management, Estate Planning, Portfolio Management.
Not the Randy Potter you were looking for?
-
1consolidatedwellsite.com
-
-
Randy Potter
Bentonville, Ar4microsoft.com, capgemini.com, capgemini.com, capgemini.com3 +197255XXXXX
-
Randy Potter
Compton, Ca6salestreamsoft.com, hotmail.com, adelphia.net, yahoo.com, netzero.net, rcn.com4 +190934XXXXX
-
Randy Potter
Trenton, Nj5gmail.com, aol.com, aol.com, hvaccontroltechnology.com, opensystemstech.com3 +126788XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial