James R. Potoka,  CFP<sup>&reg;</sup> - Financial Advisor

James R. Potoka, CFP®

Legacy Financial Services Group

100 One Oxford Valley
Langhorne, PA 19047
(800) 233-4388
(215) 702-9750

General

James Potoka is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Legacy Financial Services Group in Langhorne, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMFC, CEP

Insurance Licenses

  • Life insurance: PA,NJ
  • Health/disability insurance: PA,NJ
  • Fixed annuities: PA,NJ
  • Variable annuities: PA,NJ

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources