Potomac Financial Group
Financial Services
4061 Powder Mill Rd
21 employees
- Employees
- 21
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Potomac Financial Group Overview
- Headquarters
- 4061 Powder Mill Rd
- Website
- potomacfinancialgroup.com
- Industry
- Financial Services
- Employees
- 21
- Founded
- 1973
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Potomac Financial Group
Since 1973, Potomac Financial Group (PFG) has served as a premier financial planning and wealth management firm singularly committed to helping its clients and families achieve financial independence and security. With over 45 years of combined experience, PFG has grown to be one of the regions most trusted financial planning firms through its innovative financial solutions and commitment to exemplary personal care. To learn more, visit PotomacFinancialGroup.com. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Potomac Financial Group (PFG) is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Potomac Financial Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 2
- 66.7% coverage
Potomac Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Steven E. Richardson, Cpa, Cfp®, Aif® | Principal and Senior Advisor at Potomac Financial Private Client Group, Llc | Reston, Virginia, United States |
Email
Phone
|
| Timothy Shean, Cfp ® | Principal and CIO at Potomac Financial Private Client Group | Mclean, Virginia, United States |
Email
Phone
|
| Cindy Gordon | Registered Sales Assistant at Potomac Financial Group | Gaithersburg, Maryland, United States |
Email
|
Employees by Management Level
Executive
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
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