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The Potter Financial Group

1816 Front Street Suite 220

profile-imgDurham, NC 27705

profile-page919-383-7421

Description

It has always been about our clients. In 1985, when Charlie Potter founded the Potter Financial Group, he also put forth a set of values and principles that still define the Potter Financial Group. We see ourselves as partners to our clients. It is our role to educate and ensure that our clients understand each and every recommendation we make to them. We enter every client relationship from a holistic financial planning perspective first. As credentialed advisors and professionals, we have specialized knowledge of the fiduciary standard and work in our clients best interests. As Managing Partner, I want to make sure that these are the values that all of us live by as we have grown into a top independent financial services firm. They are the principles that continue to guide us as we help clients, their families and their businesses reach, not just their future goals, but live a life resonant with experiences in the present. We feel so strongly that we have created a Client Bi

General Information

Year Established

1985

Services

FINANCIAL PLANNING, DISTRIBUTION PLANNING, INVESTMENT MANAGEMENT, RISK MANAGEMENT

Business Hour

MONDAY

08:00 AM - 05:00 PM

TUESDAY

08:00 AM - 05:00 PM

WEDNESDAY

08:00 AM - 05:00 PM

THURSDAY

08:00 AM - 05:00 PM

FRIDAY

08:00 AM - 05:00 PM

SATURDAY

closed

SUNDAY

closed

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