Insurance of the Carolinas

Thomason Financial Services LLC is an accounting firm located in Durham, NC, specializing in a wide range of financial services including business consulting, tax planning and preparation, and personal financial planning. With over 15 years of experience, the firm emphasizes its role as a valuable competitive edge for its clients. As of July 1, 2023, the principal of Thomason Financial Services has retired, leading to the closure of new client acceptance and response to contact requests. The firm remains committed to serving existing clients with resources and strategic guidance tailored to their financial needs. Generated from the website

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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.