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Potentia Wealth
1226 Lincoln Avenue, San Jose, California, United States
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About the Potentia Wealth
Potentia Wealth is a finance institution located at 1226 Lincoln Avenue in San Jose, California. Our team of family financial advisors is dedicated to helping you take care of yourself and your loved ones by providing expert insights and guidance. Watch our 2024 Full-Year Investment Outlook webinar featuring special guest Jack Manley of J.P. Morgan Asset Management. With a range of life experiences, our professionals are here to help you make progress towards your financial goals. Contact us at 408.288.7886 or ask@potentiawealth.com to take the next step. Advisory services are offered through Potentia RIA, LLC, an SEC-Registered Investment Advisor. We prioritize the protection of your data and privacy, in compliance with the California Consumer Privacy Act. Contact us for more information and personalized financial advice.
Photos of Potentia Wealth
1226 Lincoln Ave #200, San Jose, CA 95125, United States
Opening hours of Potentia Wealth
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Day off
Sunday:
Day off
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