Proximity Financial Partners
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
8313 Six Forks Rd Ste 209, Raleigh, Nort...Phone Number
(919) 977-9204Website
www.proximityfp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Proximity Financial Partners
Proximity Financial Partners offers comprehensive wealth management and custom financial planning services tailored for individuals, business owners, retirees, and women of wealth. The firm emphasizes a client-first approach, providing fiduciary financial advice that is independent and transparent. Their process involves understanding clients' unique stories and values, followed by strategic planning and ongoing support to adapt to life changes. Based in Raleigh, they are committed to building long-term relationships based on trust and integrity.Explore more
Proximity Financial Partners Org Chart
DS
Financial Advisor
EL
Wealth Advisor
PS
Founder & Advisor
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Proximity Financial Partners offers comprehensive wealth management and custom financial planning services tailored for individuals, business owners, retirees, and women of wealth. The firm emphasizes a client-first approach, providing fiduciary financial advice that is independent and transparent. Their process involves understanding clients' uniq... Read More
