Potomac Wealth Advisors

15245 Shady Grove Rd #410
Rockville, MD 20850 301-279-2225

Ratings

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Consumer Ratings for Potomac Wealth Advisors — 6 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for Potomac Wealth Advisors

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Consumer from ROCKVILLE, MD
May 21, 2025
Recommended
The entire staff is great - helpful, friendly, and responsive. They take as much time as I need to answer questions and discuss any matters that come up, in addition to scheduling regular phone meetings to discuss my portfolio. They know that their clients are much more than their net worth and seek to understand each client's values and lifestyle to individualize their financial management approach.
Consumer from Rockville, MD
May 09, 2024
Recommended
Consumer from Rockville, MD
Oct 18, 2023
Recommended

...and 3 more consumer comments for Potomac Wealth Advisors