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8:30AM - 5:30PM
Raleigh
Financial Advising
“They were extremely helpful with a really gnarly setup for our business. They are patient with our questions, responsive and very accurate. I feel safe in their hands.”
8:30AM - 5PM
8309 Six Forks Rd Suite 107, Raleigh
Financial Advising
“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!”
“Gray, Diane and Brenda have always been friendly, honest, and great problem solvers for our family financial concerns. We have been with them for many years and would recommend them highly!!”
9:00 AM - 5:00 PM
1601 Jones Franklin Rd STE 102, Raleigh
Financial Advising
“Golden Years Advisors have far exceeded our expectations. We had used another Financial Planner for over 20 years and were "satisfied". Only after meeting with Golden Years did we find out just how much we had been missing. They may not be for everyone but I highly recommend just sitting down for an introductory meeting before you assume all advisors are from the same mold.”
“Jeff is not only a highly respected leader in the industry, but he also dedicates his time to giving back through education and mentoring other advisors. Always willing to lend a helping hand, he consistently supports others in the industry. With his extensive knowledge, diverse experience, and ability to think both strategically and creatively, I am confident that having him on your team during the challenging process of a business sale would be an invaluable asset.”
“We've been working with Mark for a few years now and he has made all the right moves to help us realize our financial goals for the future, near and down the road. If you need a financial planner who will work with you in a sincere and professional manner, Mark is your guy. Highly recommended!”
“I love Vraiment Financial and I'm happy that they now have a sister company named The Financial Laine. I did a one on one consultation with Laine for grant funding after attending her Win Business Grants masterclass in 2020. She reviewed my program outline and told me some things I should change which I did immediately. She always told me when I should continue searching and now I get emails from all these places about grant opportunities. Not only did my business win 4 grants totaling in $27,000, my nonprofit organization was able to win $75,000. We have won small grants in the past but it was never over $10K. I am currently in the Grant Capital Bootcamp soaking up all the gems and I plan on scheduling a one on one training for my board once we win some additional funding. I am grateful to Laine and her team. Thank you to Angela & Maggie for always answering my questions.”
“Have worked with Darryl for about 5 years now. He’s compassionate, consistent and stays current with the market. No matter what the scenario he always has options and has never lead us astray. We are very lucky to be working with him and trust him with our financial future”
“Volital Times need wise counsel Diversification Risk Tolerance "I would rather regret Doing something than not doing something I wanted to do" Fumio Sasaki Since I agree! My risk tolerance is VERY High... NOT Bitcoin high, no Ripple either, ok I'm Old and taking a chance at being able to resign from any work that I'm not incredibly passionate about We need to take responsibility for the $£¥₽₩ and Bitcoin we have been entrusted with... you can argue AND be wrong!”
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“Can’t speak highly enough of Steward Wealth Strategies and the whole team over there, led by Brant. They are not just focused on helping you build wealth, but challenging you to think generationally and generously. True professionals that give you a sense of peace and security, being open and available and, available to meet in person if you need to!”