Our Relationship Management Process

Our Relationship Management Process

	All financial needs delegated to specialists
	Our Team Approach creates an advisor board for each client covering all pertinent areas of expertise

	Financial Planning-Estate Planning
	Insurance
	Investment Management
	Act as your Financial Practice Manager –
	coordinating the different members of the financial planning team

Contact Info

The Potter Financial Group 1816 Front St Suite 220
Durham, NC 27705-2582
Map and Directions

Phone: (919) 383-7421
Fax: (919) 383-6284

info@potterfinancialgroup.com

Additional Pages

Securities and Investment Advisory Services may be offered through NFP Securities, Inc. Member FINRA/SIPC.

NFP Securities, Inc. is not affiliated with The Potter Financial Group.

Neither Benefit Services and Design nor Benefit Edge of the Carolinas are affiliated with NFP Securities, Inc. or The Potter Financial Group.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.