Potomac Advisory Group Email Formats

Financial Services • Bethesda, Maryland, United States • 1-10 Employees

Key Contact at Potomac Advisory Group

Hans Hoffmeyer

President

Company overview

Headquarters	7201 Wisconsin Ave, Suite 440, Bethesda, Maryland 20814, US
Phone number	+13018831040
Website	potomacadvisorygroup.com
NAICS	52
Keywords	Payroll, Trusts, Fiduciary, Enrolled Agent, Certified Acceptance Agent, Corporations), Financial Services (See Web Site For Details), Irs Audit Assitance, Itin Preparation, Tax Preparation (Individual
Founded	2007
Employees	1-10
Socials

About Potomac Advisory Group

Your Financial Compass Bethesda - DC - Arlington - Frederick We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. We provide a variety of services including: Income Tax Preparation for individuals, trust, businesses, and non-profits. Financial Services ITIN assistance IRS and State Audit Representation Payroll & Bookkeeping Business startup services Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. (www.finra.org, www.sipc.org) Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantax.com/social_policy/ for more information

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Potomac Advisory Group has never raised funding before.

Frequently asked questions

Potomac Advisory Group is located in Bethesda, Maryland, US.

You can reach Potomac Advisory Group at +13018831040.

Potomac Advisory Group was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Potomac Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Potomac Advisory Group

Hans Hoffmeyer

President

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