Potomac Financial Group

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
Industry
Financial Services
Employees
21
Founded
1973
NAICS
Finance and Insurance
Monetary 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 Contact
Steven E. Richardson, Cpa, Cfp®, Aif® Principal and Senior Advisor at Potomac Financial Private Client Group, Llc
Email Phone
Timothy Shean, Cfp ® Principal and CIO at Potomac Financial Private Client Group
Email Phone
Cindy Gordon Registered Sales Assistant at Potomac Financial Group
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 Email Phone
Finance 1 1 1

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