Helping Clients Grow &
Protect Wealth Since 1985
It is a principle of The Potter Financial Group that the needs and objectives of our clients are paramount and that they will be treated in a fair and ethical manner by the firm, its employees and affiliates.
Embedded in this principle are two facts:
As a Client You Have the Right To Premier Service
Full Clear Reporting and Disclosure
As A Client Your Responsibilities Are To Communicate with Your Advisor