Find the Certified Financial Planner™
Who's right for you.

James R. Potoka, CFP®

Legacy Financial Services Group

100 One Oxford Valley
Langhorne, PA 19047
Phone: (215) 702-9750
Fax: (215) 702-9756

Toll-free: (800) 233-4388

Household Income Minimum: $0
Investable Asset Minimum: $0

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

 

How Planner Charges
N/A