418 Rio Vista Road
Knowledge is power. So is independence and experience. And it serves as the essential foundation for intelligent, well-considered, unbiased decisions. Whether you have just retirement in sight - or any other important life goal, sound decisions are vital in helping you pursue those goals, avoid costly mistakes and secure your future.
"As a fully-committed financial professional since 1985, I have been helping many people like you over the years create strategies for all their financial and investment assets. Once I identify and understand your risk tolerance, time horizon, goals and personal experience level, I’ll work diligently to develop a program that carefully considers and balances all currently available investment tools and techniques that appropriately match your specific needs and desires".
"Today’s global economic environment brings challenges. But along with challenges can come opportunities and potential rewards. I work closely with my clients to evaluate those challenges, identify opportunities and make decisions to manage capital and take advantage of potential opportunities that challenges can create".
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
Meet Michael Pote
Mike Pote has been operating as a full-time and fully committed financial advisor since 1985. As your personal financial services advocate - operating in a fiduciary capacity, his clients always know exactly who they will be talking to when they call - and who is behind everything that happens concerning their investments and accounts. He believes they find that to be a beneficial, predictable and a welcome change from the environment of the “big box” brokerage firms - which tend to have a revolving door of both clients and brokers...
He can accomplish this because in addition to his 33 years of experience; he partners with one of the nation’s largest, independently-owned brokerage firms, Cambridge Investment Research, Inc. As a vital business partner they provide him with all the framework, technological infrastructure and investment opportunities - on a fully independent, objective basis; without the corporate pressures inherent in many of these big Wall Street firms - to enable him to professionally manage your assets in as much of a conflict-free environment as can be found in the financial services today.
“If you are not already a valuable client of my firm, I invite you to contact me with any questions - or second opinions - you may have. I look forward to talking with you soon ...”
To find out more about Cambridge, please see “about Cambridge” under the “About” tab above.