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Helping Clients Grow &
Protect Wealth Since 1985

Rooted in Community - Committed to Excellence

OUR VALUES & HISTORY & NEW FIRM BROCHURE

OUR VALUES & HISTORY & NEW FIRM BROCHURE

A Commitment to excellence and client service since 1985

 

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TRANSPARENCY 

TRANSPARENCY 

Fees, products, resources: all disclosed and made clear

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CLIENT TOOLS

CLIENT TOOLS

Technology designed to simplify and organize your financial life. 

Learn About Riskalyze to Determine Your Risk Tolerance

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UNIVERSITY PERSONNEL

UNIVERSITY PERSONNEL

Is Your Nest Egg Getting the Attention It Needs?  

 

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Potter Financial Group. Rooted In Community

PFG CARES IS A PROUD SPONSOR OF: 

The Durham Blues & Brews Festival – Since 2015 this Durham festival has provided over $157,000 to local Durham charities and programs. https://www.durhambluesandbrewsfestival.com/

Swing Pals – Provides life lesson support to disadvantaged middle and high school age children through the game of golf. https://www.swingpals.org/

The Exchange Family Center – Dedicated to making children’s lives better by providing the tools and techniques to reduce the causes and triggers of child abuse. https://www.exchangefamilycenter.org/

The Urban Ministries of Durham – Annually provides food and shelter to over 6,000 men, women and children each year.  https://www.umdurham.org/

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