Potts Financial Services

Potts Financial Services Why not explore the possibility of using your IRA and/or 401(k) rollover account to purchase real estate and have more control over your financial destiny?

Alan N. Potts has been in business since 1986. His education in finance, economics, real estate, mortgages and retirement accounts gives him a unique perspective in the use of IRAs and 401(k) rollover accounts for the purchase of real estate. Clients have used his advice to help them purchase the real estate they desire and to effectively unlock the long-term potential of their retirement accounts

. By providing this advice and using creative risk management techniques, he gives his clients a new and innovative approach to retirement account management. His approach is simple: client education and knowledge. Born in Aiken, South Carolina, Alan moved to Atlanta and in 1965 settled in Tallahassee, Florida. He graduated from the School of Business at Florida State University with a major in Risk Management. He holds the additional designations of Chartered Financial Consultant and Chartered Life Underwriter from the American College in Bryn Mawr, Pennsylvania.

04/09/2020

Real Estate IRAs History

04/08/2020

History of Real Estate IRAs

04/07/2020

Our first video is a brief history of Real Estate IRAs

04/07/2020

This is my first video. Hope it is helpful.

04/07/2020

This is my 1st video. Hope it helps.

04/07/2020

This is my 1st video. It is a brief history lesson of IRAs and Real Estate

04/07/2020

This is my 1st video. It is a brief history of IRAs and Real Estate IRAs.

12/15/2017

Another success story about using your IRA or 401(k) accounts to purchase real estate.

12/15/2017

Please watch this compelling testimonial from my very happy clients.

Address

228 Lafayette Circle
Tallahassee, FL
32303

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18005251893

Website

Alerts

Be the first to know and let us send you an email when Potts Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Potts Financial Services:

Shortcuts

Share

Category