Helping Clients Grow & Protect Wealth Since 1985
See What We Mean
Enjoy the Journey & The Destination
Keeping You Financially Healthy
"The closest thing to being cared for is to care for someone else."
- Carson McCullers
A Commitment to excellence and client service since 1985
Fees, products, resources: all disclosed and made clear
Technology designed to simplify and organize your financial life
PFG CARES IS A PROUD SPONSOR OF:
The Durham Blues & Brews Festival https://www.durhambluesandbrewsfestival.com/
Swing Pals https://www.swingpals.org/
The Exchange Family Center’s 50th anniversary golf tournament https://www.exchangefamilycenter.org/
The Urban Ministries of Durham https://www.umdurham.org/
At The Potter Financial Group we are committed to help make our community better.