Here’s The Deal: Capitol Financial Solutions is an independent financial planner in Raleigh, NC. Robert Turner is the president and CEO of the firm. With his 30 years of experience, he has led 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.
3 Best Financial Services in Raleigh, NC
Expert recommended Top 3 Financial Services in Raleigh, North Carolina. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 CAPITOL FINANCIAL SOLUTIONS REVIEWS
Trevor Lawson is our contact through Capitol Financial Solutions. He has helped us with investing, retirement, planning for our future, tax questions, and so much more. He has offered great advice, and we completely trust him. He promptly returns calls and he will find answers to any question that will benefit our situation. We have welcomed him into our home and have enjoyed his down-to-earth visits while discussing business. He is a very kind, honest gentleman to work with. Other friends and family members we have referred Trevor to are very pleased, as well. Thank you, Trevor.
We have been working with Trevor Lawson for several years now and my wife and I feel very comfortable with him. He always puts our needs first and we never feel pressured to make any decisions we are not comfortable making. He is always prepared when we meet with him, and he provides thorough answers to all of our questions. We are extremely happy with the service we are getting from Trevor and recommend him to our friends and family members.
I have been working with Trevor Lawson for quite a few years and he has been wonderful. He is so good at navigating through the financial waters to help you make sound decisions. He is friendly and engaging and always comes prepared with the best information and is ready to answer any questions. I always look forward to our meetings.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![H & M Financial Group, LLC Raleigh Financial Services H & M Financial Group, LLC Raleigh Financial Services](https://threebestrated.com/images/HMFinancialGroupLLC-Raleigh-NC.jpeg)
Here’s The Deal: H & M Financial Group, LLC is one of the leading financial services providers in Raleigh. Gary Harris is the owner of the firm. He has spent the past sixteen years advising individuals and businesses with 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.
UNIQUE FACTS:
• Financial Calculators.
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Sat & Sun: Closed
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TOP 3 H & M FINANCIAL GROUP, LLC REVIEWS
Chris has handled my parents money for over twenty years, so when I was ready to invest he was the logical choice. He was very patient and answered all my questions. I have since turned 59.5 so I was able to roll my 401k to him. He also handles both my sons and now my new granddaughter’s mutual fund. We consider him part of our family! I highly recommend Chris and his office as well. Jessica is wonderful to deal with when Chris is not available. Great team effort.
I have been working with Chris on my long term financial planning and investments for over 15 years. I followed him to H&M Financial because I know he always has my best interest in mind when advising me on financial matters. If you are looking for a financial manager who listens to you, communicates clearly and regularly, and makes impeccable recommendations regarding your accounts, look no further than H&M Financial.
Rock solid trust and clear communication are essential between people and their financial advisors. With Gary, we have both! Gary has been our financial advisor for nearly 10 years. We are grateful for his services and his guidance concerning our investment strategy.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Compass Financial Group Raleigh Financial Services Compass Financial Group Raleigh Financial Services](https://threebestrated.com/images/CompassFinancialGroup-Raleigh-NC.jpeg)
Here’s The Deal: Compass Financial Group is a top-notch financial planner in Raleigh, NC. Richard Hill is the president and lead advisor of the firm. 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.
UNIQUE FACTS:
• $150M in Assets Under Management.
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Sat & Sun: Closed
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TOP 3 COMPASS FINANCIAL GROUP REVIEWS
Although we are still at the start of our relationship, I can't say enough good things about CFG. The communication, precision and onboarding process is at a level rarely seen these days. Their understanding of the financial markets is comprehensive. Most importantly, they appreciate the fact that their are emotional, as well as financial considerations when it comes to retirement. This all helped us work together to create a plan, and relationship, we hope to maintain for years to come.
When we started our association with Compass I was completely blown away about how personal the service was. The entire staff takes on such a personal interest in helping us achieve our goals and keeping us informed during all the ups and downs. If you are looking for sound advice, strong management and personal service these folks are without a doubt the best.
Richard Hill and team are the best. We have always been impressed and the diligence, excellence and research put into every decision and recommendation. We wouldn't go anywhere else.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.