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Helping Clients Grow &
Protect Wealth Since 1985

Rooted in Community - Committed to Excellence

OUR VALUES & HISTORY

OUR VALUES & HISTORY

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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For University Personnel: Helping Optimize Your Retirement

For University Personnel: Helping Optimize Your Retirement

Wealth management solutions, ongoing due diligence and easier access to information

 

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The Potter Financial Group: Committed to help make our community Better

The virus is progressing as governments and the medical community respond, but the situation is still very uncertain. This naturally causes fear in the media, in our community and within our financial markets. So what should we do?

The virus is progressing as governments and the medical community respond, but the situation is still very uncertain. This naturally causes fear in the media, in our community and within our financial markets. So what should we do?

FOCUS ON WHAT WE KNOW, NOT ON WHAT WE DON’T KNOW


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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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