personimage

Kelly Potes, CFP

ChoiceOne Bank

Certified Financial Planner in Sparta, MI

http://choiceone.com

Address:
109 E Division St
Sparta, MI 49345
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Kelly Potes

Kelly Potes is a financial professional at ChoiceOne Bank located in Sparta, Michigan. Kelly Potes holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Kelly Potes provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Kelly Potes
109 E Division St
Sparta, MI 49345

Phone Number: Click to Show
Website: http://choiceone.com

Client Reviews

0 Reviews for Kelly Potes

Looking for a financial advisor located near Sparta, Michigan? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.