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William Potthoff, Financial Advisor

FINANCIAL ADVISOR
William D Potthoff

301 Orchard Suite 1, St Clair, MI 48079opens in a new window
CallSend Me a Message

Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews

About William

I invest my time understanding my clients' goals, using an established process that focuses on their individual needs and tailoring a financial strategy that is specific to them. I work to provide my clients with answers they can understand and make it a priority to be available to my clients' needs without the extended hold times and confusing phone systems. When a client calls our office, they get a live person answering the phone and, if they reach our voicemail, a prioritized call-back.

My initial consultation to prospective clients, allows us to understand the goals of our potential clients and reviews...

Work History

  • Edward JonesApril 2018 to Current

Education

  • Baker CollegeBachelor of Business Admin

Personal Interests

  • Aviation
  • Golfing
  • Music
  • Motorcycles

Team Members

  • Michele Garcia-Walter
    Sr. Branch Office Administrator
  • Dawn Kimberley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(810) 329-8555

Fax

(888) 219-4363

Office Address

301 Orchard Suite 1
St Clair, MI 48079opens in a new window

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