Potomac Financial Group logo
VerifiedFinancial Services· Founded 1973

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

7-day free trial · no credit card

HeadquartersCalverton, United StatesEmployees23(1 to 10)Founded year1973Websitepotomacfinancialgroup.comLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

23

1 to 10 range

Open roles

no listings

Distinct roles

3

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

Sign up free to see all 5 verified contacts at Potomac Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

5 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Potomac Financial Group

3 distinct titles indexed · top 3 shown.

  • 3office manager & marketing coordinator
  • 1, &
  • 1managing partner

Sign up to unlock all 5 contacts at Potomac Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 5 verified contacts at Potomac Financial Group

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Potomac Financial Group | Kipplo Discover