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
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- MG
Meredith Gobbi
Office Manager & Marketing Coordinator · General Business & Management
EmailPhone - GW
Greg Wilkinson
, & · Other
EmailPhone - TW
Todd Wike
Managing Partner · General Business & Management
EmailPhone - KM
Krystal Mauriello
Office Manager & Marketing Coordinator · General Business & Management
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Potomac Financial Group
3 distinct titles indexed · top 3 shown.
- 3office manager & marketing coordinator
- 1, &
- 1managing partner
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