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He must be considered a success in the financial arena, not because of the money he has made for himself, but because of the dreams he has helped his clients achieve. Using his concepts and financial products, he has provided countless homes for families, numerous college educations for children, much better retirement living and more wealth passed to survivors for their continuing lives. It is virtually impossible to explain how much good his financial insights and counseling have done. Naturally, Ray Poteet possesses all the required certification and training one would expect from a leader in a particular industry. Among the numerous accreditations and honors he has received are:
While the above are important to consider when selecting a financial advisor, it really provides only the minimum standards of professionalism. What makes a financial planner great is what truly guides him in all his dealings with clients. This area is what sets Ray Poteet apart from the rest of the pack. It started in his upbringing and is so much a part of him that he can do nothing else but follow his principles. 785-842-8333 Email Ray Learn More
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Raymond C. Poteet is the founder and President of Alpha and Omega Financial Services in Lawrence, Kansas. That company was established in 1972 to sell insurance and has developed over the years to become a full service financial planning and investment firm. Today it services both the average individual and some of the top small business leaders from a variety of industries and professions. Much of the success of Alpha and Omega is due to the keen financial insight that Ray Poteet has developed.