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        General Info
        About The Potter Financial Group 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 clientsâ?? best interests.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Payment method
        amex, discover, master card, visa
        Location
        Croasdaile Office Park
        Neighborhood
        Croasdaile Farm Master
        Other Link

        website

        Categories
        Financial Planning Consultants, Banks, Financial Services, Insurance, Investment Advisory Service

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        Details

        Phone: (919) 383-7421

        Address: 1816 Front St Ste 220, Durham, NC 27705

        Website: website

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