The Potashner Group - Morgan Stanley

More information about The Potashner Group - Morgan Stanley

Our team works together with you, to identify and address the needs and goals of each client. The Potashner Group has decades of industry experience, and we utilize our collective knowledge to help establish an efficient and sound investment strategy tailored to each client’s wealth plan. The relationships we establish drive our ability to serve and support our clients and our community for generations to come. Through our transparent and performance based approach, we aim to ensure none of our clients have to build their wealth twice.