About Us | Potross

Superiority in Financial Services

Our veteran-owned company was established on the military values of integrity, mission focus, and an unshakable dedication to our clients’ success. We are committed to provide complete financial and insurance solutions that are customized to meet the individual needs of each client.

Why Choose Us

Why Potros Financial Stands Apart

Making the decision to work with Potros Financial means choosing a partner who treats your financial success as if it were their own. Our extensive range of services, which includes retirement planning, insurance, and tax planning, guarantees that every facet of your financial life is carefully thought out and safeguarded. Clients seeking depth, discretion, and dedication choose Potros Financial because of our disciplined, service-first approach to financial planning, which is inspired by our veteran-led tradition.

Founder’s Message

Welcome to Potros Financial. When I founded this firm, it was with a deep-seated belief that financial advice should be as individual as the people seeking it. It’s a belief forged from my own experiences and a career that taught me the value of careful planning, personal integrity, and the undeniable importance of service.

At Potros Financial, we understand that behind every inquiry, every number, and every plan, there’s a person, a family, or a business with dreams, goals, and concerns. That’s why we tailor our financial planning, tax strategies, and insurance solutions to fit you, not just your portfolio.

The future of Potros Financial is bright, and it’s a future that we’re excited to share with you. Whether you’re just beginning to plan for your financial future or looking to refine your existing strategies, we invite you to join us. Let’s create a path to financial well-being together, marked by integrity, expertise, and a personal touch that makes all the difference.

Thank you for considering Potros Financial. We’re looking forward to the journey ahead.

Sincerely,

— Wilson G. Delos Santos Mejia.

Guided by Principles, Inspired by Excellence

Integrity

Central to everything we do. We build trust with unwavering honesty in every service we provide.

Expertise

Our knowledge is your power. We're dedicated to guiding you with unparalleled financial wisdom.

Personalization

Your goals, our blueprint. Custom-tailored financial strategies designed uniquely for you.

Service

Commitment in action. Serving you with excellence, inspired by our proud veteran heritage.