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 Our Mission is to help enterprises navigate the complicated world of employee benefits by providing the perfect blend of benefits expertise with customer, human resources and technology support services. Potomac Companies, Inc. was founded by Joseph Appelbaum in 1990 and has grown to become a premier insurance brokerage and consulting firm in metropolitan Washington. Since its inception, Potomac Companies has proactively positioned itself to meet the ever-changing needs of its clients. For that reason, our versatile and astute team of professionals is committed to educating clients about the industry landscape, assembling customized benefit plans, and implementing the plan’s daily operations. We offer our clients an extensive portfolio of insurance products, consulting and planning services, human resources support services, web-based benefit administration, flexible spending account administration, and unmatched customer service support. These core principles, products and services are the essence of what it means to optimize client benefits while minimizing client costs. For the Potomac Companies, this is the foundation for being a steward of our clients’ most valuable resource; their employees. Products & Services include: Benefit Brokerage Services • Group Health Plans • Group Life & Disability Plans • Group Dental, Prescription, & Vision Plans • Group & Individual Long Term Care Plans • Voluntary Employee Benefit Plans • Strategic Planning for Optimal Benefit Offerings • Individual Medical, Life, & Disability Plans Financial Management through Potomac Financial Management, LLC • Buy-Sell/Stock Redemption Insurance Plans • Key Employee & Executive Benefits • 401(k)/403(b) & Profit Sharing Plans • Simple, IRA, & TSA Plans • Defined Benefit/Defined Contribution Plans • Estate Planning & Financial Planning Support Services
• Customer Service & Support (Management & Employee Direct) • Human Resources Support & Consulting • Human Resources Compliance Audits • HR & Benefit Technology Solutions • Online HR & Benefit Resources BACK TO TOP |
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The Financial Consultants of Potomac Financial Management, LLC, are registered representatives with and securities are offered through LPL Financial, Member FINRA/SIPC. HOME | ABOUT US | OUR SERVICES | MEET OUR STAFF | CONTACT US/REQUEST INFO | TECHNOLOGY SOLUTIONS |
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