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Potenza-Norwick Investment Company, LLC is
a full-service investment, insurance, real estate, financing, consulting and mortgage brokerage
company. Our philosophy is to provide a wide range of products and services
that
will meet the needs of all of our clients.
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Partners of
Potenza-Norwick Investment Company,
LLC
M & R PROPERTIES
believes in the concept of one stop
shopping. We can help you buy and sell your investments, be it existing
properties, new construction or commercial properties. We also add the
convenience of managing Home Owners Associations.
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Products &
Services
Values-Based Financial Planning
Private Asset Management and Protection Service
Tax Planning (Income and Investment)
1031 Exchanges (Property, Oil & Gas, TIC)
Pension/Benefit Programs
Education Funding
Mutual funds
Municipal & Corporate Bonds
Annuities and other tax-sensitive investments
Domestic and foreign securities
Direct investments
1031 Exchanges (Insurance Products)
Insurance
Fee-based programs
Estate and Financial Planning
Trust Services
NON-PROFIT
Economic Development
Fundraisers
Investment Services
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