ThreeBestRated.com
BEST RATED RALEIGH, NC FINANCIAL SERVICES

3 Best Financial Services in Raleigh, NC

Expert-recommended Top 3 Financial Services in Raleigh, North Carolina. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Victoria L Johnston - Raleigh, NC Financial Services - Portrait
CALL EMAIL

VICTORIA L JOHNSTON

(4.8 Score)
EDWARD JONES 2245 Gateway Access Pt, Suite 301,
Raleigh, NC 27607 Directions

Since 2019

Specialty:

✓ Wealth Strategies ✓ Retirement Savings Strategies ✓ Estate Strategies ✓ Business Retirement Plans ✓ College Savings ✓ Portfolio Reviews ✓ Legacy Strategies

"Victoria L Johnston is a Certified Financial Planner at Edward Jones. She has over eight years of experience in the finance and insurance industry and focuses on helping her clients uncover and achieve their unique financial goals. Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. They can help you prepare for retirement, save for education, and become a tax-smart investor. They believe that the best way to build and preserve your financial future is with a long-term focus. They recommend building a portfolio that includes different types of investments that perform differently over time.

2026 Update: Victoria L Johnston is also a Certified Exit Planning Advisor®."

Reviews   |   Write a Review
License CRD #7110617

Contact:

(919) 781-4522

Mon-Fri: 8:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Capitol Financial Solutions - Raleigh, NC Financial Services - Portrait
Capitol Financial Solutions - Raleigh, NC Financial Services - Professional Portrait Image
Capitol Financial Solutions - Raleigh, NC Financial Services - Office Interior Image
Best Financial Services in Raleigh NC - Capitol Financial Solutions video
6+ YEARS IN TBR
CALL EMAIL

CAPITOL FINANCIAL SOLUTIONS

(4.8 Score)
8816 Six Forks Road, Suite 301,
Raleigh, NC 27615 Directions

Since 2001

Specialty:

✓ Wealth Management ✓ Financial Planning ✓ Retirement Planning ✓ Charitable Planning ✓ Estate Planning Strategies ✓ Insurance Management ✓ Risk Management ✓ Educational Funding ✓ Special Needs Planning ✓ Employee Benefits

“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.”

Reviews | Play Video | Write a Review
License CRD #8408

Contact:

(919) 546-0400 (919) 719-3841

Mon-Thu: 8am - 5pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

H & M Financial Group, LLC - Raleigh, NC Financial Services - Portrait
H & M Financial Group, LLC - Raleigh, NC Financial Services - Professional Team Image
H & M Financial Group, LLC - Raleigh, NC Financial Services - Office Exterior Image
4+ YEARS IN TBR
CALL EMAIL

H & M FINANCIAL GROUP, LLC

(4.7 Score)
8309 Six Forks Road, Suite 107,
Raleigh, NC 27615 Directions

Since 2006

Specialty:

✓ Investment Planning and Financial Planning ✓ Retirement Planning ✓ Tax Planning and Insurance Planning ✓ Employee Benefits for Business Owners

"H & M Financial Group, LLC is an independent, locally owned financial consulting firm. Gary is the founder of H & M Financial Group, LLC. He has been advising individuals and businesses with their planning and financial goals for the past sixteen years. He completed a Bachelor of Science in Business Administration and is a registered representative and general securities principal with LPL Financial. He uses his corporate financial experience to work with his clients and provides clarity and confidence for building their financial future. H & M Financial Group, LLC will meet with you to present an analysis and discuss their recommendations.

2026 Update: H & M Financial Group, LLC provides customized plans for financial independence. Through their first meeting, they will identify your goals, priorities, and establish the right fit. They provide fee-based advisory services only to residents of LA, NC, and TX. Also, they are licensed to sell insurance products in the following states of NC, FL, and VA."

Reviews   |   Write a Review
License #0890275

Contact:

(919) 870-1818

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for H & M Financial Group, LLC

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

VICTORIA L JOHNSTON REVIEWS

I am delighted to share my experience working with Victoria my Certified Financial Planner. Her expertise and personalized approach have been instrumental in helping me achieve my financial goals. From the outset, Victoria took the time to understand my unique financial situation and aspirations. She provided clear, comprehensive advice tailored to my needs, ensuring I was well-informed and confident in every decision. Her professionalism and dedication have given me peace of mind, knowing my financial future is in capable hands. I highly recommend Victoria to anyone seeking a knowledgeable and trustworthy financial advisor.

Victoria and her team are top notch. They are easy to communicate with and always so helpful with every question or concern we have. I can’t say enough positive things about our experience. If you are in the market for a financial advisor, look no further because Victoria and her team will take great care of you and your assets.

Victoria is insanely knowledgeable and has done the education necessary to be not only a standout but the best. Do yourself the favor and give her a call and let her give you peace of mind.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

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.

H & M FINANCIAL GROUP, LLC REVIEWS

I have been with HML Financial group for a few years. When I first moved to Raleigh, I needed a new financial advisor and I interviewed several to see if their philosophy lined up with mine. I had worked in the financial industry before so I knew what I was looking for. I talked with Gary Harris and his son Jake at HML financial and I liked what they had to offer. I ended up having them take over my portfolio. Jake Harris has been nothing but honest and totally up front with me when it comes to making decisions about investments. He always calls me before making any changes to my investments. The whole staff there is professional and extremely pleasant. I would highly recommend them to anyone who needs investment services.

I can’t say enough good things about this group and wish there was a rating higher than five. Gary Harris and his wonderful team are top notch. They are well informed, professional, caring and dedicated to their clients. I have been with them for years and when I moved from North Carolina to Kansas in 2012, I made sure I would be able to keep them as my investment advisors. I trust them totally and completely with my investments. You won’t find anyone better.

I’ve been with H&M for almost 10 years and I wouldn’t want to work with anyone else. They take care of you and your interests like you’re a part of the family. Jake has been phenomenal at communicating and guiding me in the right direction every time.

TBR® Inspection Score Report

VICTORIA L JOHNSTON Total Inspection Points: 115/120
Acknowledgments: 8
Complete Info: 8
Experience: 9
Contact Info: 10
License: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CAPITOL FINANCIAL SOLUTIONS Total Inspection Points: 114/120
Business Hours: 8
Complete Info: 8
Current Evaluation: 9
Experience: 9
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

H & M FINANCIAL GROUP, LLC Total Inspection Points: 113/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Experience: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Standard: 10