Timothy Potjer

Timothy Potjer Work

P

Founder

@ Potjer Financial Resources

Financial Adviser

@ Eagle Strategies, LLC

N

Registered Representative

@ Nylife Securities LLC

Timothy Potjer Education

1991 - 2016 CFP, ChFC in Financial Planning and Services

The American College
1985 - 1989 Bachelor of Business Administration (BBA) in Finance, Law

Western Michigan University

Timothy Potjer Skills

Retirement PlanningEstate PlanningMulti-generational PlanningKey Person Protection401 (k) RolloversGifting StrategiesLegaciesLicensed Life InsuranceMulti-generational AgentMulti-tasking SkillsInvestmentsFinancial AnalysisFinancial ModelingRisk AssessmentMulti Generational AgentFee Based Life InsuranceMulti Tasking SkillsFee Based Financial PlanningTime Management401 K RolloversMulti Generational PlanningFinancial ServicesFinancial Planning401 Rollovers

Timothy Potjer Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Timothy Potjer currently works at Potjer Financial Resources as Timothy Potjer - Founder at Potjer Financial Resources.

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