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678.929.5096

Mutual Funds

Investment Strategies for a Better Future.

Investing in your future is one of the most important financial decisions you can make. Not only is it a way to create a comfortable retirement, but it’s also an important strategy that can positively affect your family’s peace of mind.

At Poteet & Poteet, we’re committed to advising you on making smart financial decisions by offering investment services such as Mutual Funds. These pooled investments in assets like stocks, bonds, and money markets can help either individuals or employees benefit based on the performance of companies and securities that fall into any of the asset categories. Shareholders can then receive equity position in each fund.

Since there are many types of Mutual Funds, it’s important to discuss your options with a professional who can advise you on how to invest wisely. Contact an investment professional at Poteet & Poteet to learn more about how Mutual Funds can benefit your financial future.

Our Location

Poteet & Poteet

3675 Crestwood Pkwy, #270
Duluth, GA 30096
Main office: 678-929-5096

Our Providers

I have known Chuck Poteet for several years and have been his customer when he was at other firms. I was extremely happy when he told me that he was creating his own company. His level of understanding my business is unlike any other insurance professional I have known and done business. He is constantly looking for ways to help me manage risk and protect my profits.
Tom
“Five years ago I was looking for a new broker because my current broker wasn’t keeping pace with my rapid rate of growth. Chuck Poteet was referred to me by one of his clients, we met and immediately I knew he was abreast of the current risk scenarios I am faced with every day from my customers and employees. He designed a Property & Casualty and Healthcare proposal that are helping me maintain profits and valuable employees.”
Glen
“Earlier this year I was searching for a new health plan for my employees. I met Chuck Poteet and Gary Theriot at Poteet & Poteet, who were eager to answer my questions about group healthcare coverage, competitive plans and the future of healthcare in America. They did their research and came back with a proposal that fit my budget. Thank You Chuck and Gary!”
Teresa