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      The Potter Financial Group

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      Financial Planning Consultants, Banks, Financial Services

      1816 Front St Ste 220, Durham, NC 27705

      919-383-7421

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      DETAILS
      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.
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planning Consultants, Banks, Financial Services, Insurance, Investment Advisory Service
      Payment Options
      Location
      Croasdaile Office Park
      Neighborhood
      Croasdaile Farm Master
      Other Link

      website

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