Roger Potter, NSSA® Advisor · Westlake, OH
Roger Potter
Financial Advisor, Balanced Wealth Group
Professional Profile
Meet Roger Potter, a seasoned Financial Advisor at Balanced Wealth Group, with over 22 years of experience guiding clients towards financial success and security. Based in Ohio, Roger specializes in retirement planning and social security strategies, leveraging his Chartered Retirement Planning Counselor certification to provide expert advice tailored to your unique financial situation. His deep understanding of social security benefits ensures that you maximize your entitlements while planning for a prosperous future. With a proven track record of building trust and delivering results, Roger is dedicated to helping individuals and families achieve their financial goals. Choose Roger Potter as your trusted partner in navigating the complexities of financial planning and securing your retirement vision. Contact him today to start your journey towards financial peace of mind.
As a holder of the NSSA® designation in Social Security planning, Roger Potter brings specialized knowledge of Social Security planning to every client relationship.
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ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.
