3 Best Financial Services in Raleigh, NC

“Capitol Financial Solutions is led by Robert Turner, the President and CEO of the firm. With over 30 years of experience, Robert has guided Capitol Financial Solutions to become one of the largest and fastest-growing firms within Advisor Group, the nation's second-largest independent broker-dealer. He graduated from Virginia Tech, where he received a BS in Economics. He started his career in financial services in 1989, joined John Hancock in 1994 in a management position, and became a managing partner in 2005. Capitol Financial Solutions has expanded significantly over the past twenty years, with offices in Raleigh, Charlotte, North Carolina, Richmond and Roanoke, Virginia, and Atlanta, Georgia. The firm focuses on working with business owners, entrepreneurs, and professionals. Through their affiliation with Osaic Wealth, Inc. They can provide a full suite of services, including financial planning, securities, and insurance. This affiliation provides them with comprehensive support, including up-to-date industry information, service, and technology as they address your diverse needs.”

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“H & M Financial Group, LLC is owned by Gary Harris, who has spent the past sixteen years advising individuals and businesses on their planning, investments, and overall financial goals. He earned a Bachelor of Science in Business Administration and is a registered representative and general securities principal with LPL Financial. The team is dedicated to providing investment management and strategic wealth planning that is right for you. As a firm, they focus on understanding your goals and developing a plan to pursue them. They will meet with you to present an analysis and discuss their recommendations. They believe a strong planning process is the best way to create a more financially secure plan. Their process begins with getting to know you and your goals. Tell them where you want to go, and they'll work with you to develop a plan that suits your needs. And as your life changes, they'll adjust your strategy to align with your new path. They believe a strategic plan can be one of the most effective ways to create financial independence. An effective plan may not only provide financial well-being throughout your life, but it can reduce the financial impact disability, critical illness, or other sudden losses of income may have.”

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“Compass Financial Group is led by Richard Hill, who serves as the firm's president and lead advisor. The team planning process includes strategies to optimize your social security and pension benefits, draw income tax efficiently, address healthcare costs, develop an estate plan, and properly allocate your investment assets. Their team has years of experience investing in all types of markets, and their investment philosophy is built on the experience of their people. They share a passion for investing and markets, a hunger for knowledge, and a commitment to excellence in their process. Their investment philosophy puts their experience and passion at the service of the firm’s clients to help them pursue their goals. Their planning software will help them track your success rate, adjust for changing circumstances, and stress test your plan against various market and economic conditions.”

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