Home Credit Corp

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 clients’ best interests.

Stearns Financial Group, based in Greensboro, NC, is a wealth management firm dedicated to guiding individuals and families towards financial confidence and clarity. Their team helps clients illuminate and implement personalized financial goals, offering services such as financial planning, investment management, and values-based investing. Specializing in serving multigenerational families, business owners, women in motion, wealth builders, pre-retirees, and retirees, Stearns Financial Group aims to help clients build rich lives with confidence and clarity. With a focus on establishing values, planning legacies, and navigating challenging life transitions, the firm provides tailored financial solutions to meet the diverse needs of their clients.Generated from the website

Financial Symmetry, Inc is an independent, employee-owned financial advisory firm based in Raleigh, NC. They provide fee-only financial services, including financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation, and estate planning. With a team of experienced financial advisors, they prioritize their clients' interests and work towards helping them reach their financial goals. With a focus on serving busy professionals and business owners, Financial Symmetry offers personalized wealth management strategies and tax-saving opportunities tailored to their clients' unique needs. Their team of Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs) are dedicated to providing comprehensive financial advice and creating customized plans to enhance their clients' financial well-being.Generated from the website