At Potomac Advisory Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Kevin O'Reilly is the owner.
Kevin has decades of experience in the tax industry, and a record of success in helping clients across the country pursue their goals. He is an Enrolled Agent and holds Masters Degrees in Organizational Management and Accounting and Finance. In addition to insurance, Kevin currently hold the following licenses:
Series 6 - Investment Company Products/Variable Contracts Representative, Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent State Law Exam, and Series 65 - NASAA-Investment Advisors Law Exam.Kevin has chosen to work with Avantax, the most trusted name in investment advisory services, to bring the best possible solutions to his clients. He focuses on quickly and accurately addressing the changing financial, insurance, and tax needs of his clients throughout the year.