Congratulations Ryan
On Being Named a
2008 FIVE STAR Best in Client Satisfaction Wealth Manager
Ryan Poterack
Suite 215
Charlotte, NC 28211
(704) 366-5776
(866) 486-4947
ryan@pca-inc.org
www.pca-inc.org
It’s About Relationships, Not Transactions
- Efficient IRA exit strategies
- Comprehensive, fee-based financial planning
- Unique, values-based client process
Area of Focus: Financial Planning and Wealth Management
Designations: Certified Financial Planner
Advisor is licensed/registered to do business with U.S. residents in the states of: all 50 states
Poterack Capital Advisory, Inc. is a Registered Investment Advisor firm offering securities through Charles Schwab Institutional.
Poterack Capital Advisory, Inc. and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Poterack Capital Advisory, Inc. clients. Actual client results and experience may vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Best in Client Satisfaction Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.