Potocsny Financial Group LLC

(203) 309-3390
157 Church Street, 19th Floor, New Haven, Connecticut, 06510

Business hours

Monday 8:00am to 5:00pm
Tuesday 8:00am to 5:00pm
Wednesday 8:00am to 5:00pm
Thursday 8:00am to 5:00pm
Friday 8:00am to 5:00pm
Saturday Closed
Sunday Closed

About us

Potocsny Financial Group (PFG) provides full-service fiduciary investment guidance through a partnership with International Assets Advisory LLC, Royal Bank of Canada, and RBC Capital Markets. Together, with this support, PFG will provide you and your family with quality, objective, and cost-effective financial advice. We will work with you to build a fully customized financial strategy that will include assistance in helping you acquire, grow, protect, and eventually, transfer your comprehensive wealth.

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Tags Financial Planning, Retirement Planning, Investment Planning, Portfolio Management, Wealth Management
Products IRAs and Roth IRAs, Life Insurance and Annuities, 529 College Savings, Mutual Funds, Corporate & Tax Free Bonds

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