H and M Financial Group
Investing
Why pick this one
H and M Financial Group focuses on personalized investment planning and financial strategy development tailored to client goals.
Best for
- individuals seeking comprehensive financial planning
- families looking to fund education
- retirees transitioning to fixed income
Look elsewhere if
- clients looking for strictly investment product sales
- those seeking basic savings advice without comprehensive planning
Specialties
- investment planning
- financial planning
- retirement planning
- tax planning
- insurance planning
- employee benefits for business owners
Certifications
- AAMS
- CFP
What makes them different
- strategic planning tailored to individual goals
- focus on comprehensive financial planning beyond savings and investing
- ongoing advice and support as life changes
- offers employee benefits planning for business owners
Distilled from this business's own website.
Contact & Location
- Address
- 8309 Six Forks Rd, Raleigh, NC 27615-2096
- Phone
- +19198701818
- Website
- https://www.hmfinancial.com/
- gary.harris@lpl.com
Services
- investment management
- strategic wealth planning
- financial advising