My name is Glenn Potolsky, owner of Potolsky Financial Group, Inc., a full-service provider of Insurance and Investment products. We provide personalized service and value-added risk management solutions for you, your family, and your business.
We take a highly comprehensive holistic approach to assessing and managing your risk profile. Initially, we aim to set an intermediate-term outlook to managing your protections, with subsequent periodic re-evaluations that reflect the changes in your life. We understand that Insurance inherently is not ‘transactional’, rather, it should reflect the ever-changing needs of the various stages in your life.
We also understand that as the competitive pressures of the Insurance landscape have evolved over time that the need for a highly personalized, proactive approach to risk management has become more difficult to find. We fill that void. Rather than transacting a perceived need, our process uncovers any underlying risks that oftentimes go unnoticed. Furthermore, we pride ourselves on providing value-added solutions.
We also offer periodic content of topical issues that can help save you money and improve your coverages. I welcome you to visit this column monthly to read up on subjects that are truly value-added that can also save you money.
The Potolsky Financial Group, Inc., a full service provider of Insurance and Investment products, was created to provide truly personalized service with superior product knowledge. We deliver comprehensive risk management solutions combined with a high-touch, service-driven client experience and formulate a highly personalized, holistic approach to managing your risks, designed for the intermediate to long-term.
As your life experiences evolve and develop, so does your protection profile. We take the time to listen and understand you, your family, your businesses, and possess the knowledge and experience to execute on the most cost-effective, innovative, and comprehensive protections. We call it protection for life. Thank you for allowing us to serve you!