Percy J Potts

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Build Your Plan

Percy J Potts

Financial Planner

Build Your Planopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Percy J Potts

When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

The Prudential Difference

    • Property & Casualty: OH
    • Variable Annuities: OH
    • Securities License: OH
    • Variable Life Insurance: OH
    • Fixed Annuities: OH
    • Life Insurance: OH

Percy Potts is associated with the Mid America Financial Group Office, 4349 Easton Way, Suite 100, Columbus, OH, 43219-6138, Managing Director: John Begley, Phone: 614-472-2707. Percy Potts offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Percy Potts offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.