Proximity Financial Partners

H & M Financial Group, LLC, is an independent locally-owned financial consulting firm located in Raleigh, NC. Our main objective is to help individuals and small businesses with their investment and wealth planning goals. Services from our consultants include hourly fee planning, managed accounts, brokerage accounts, long term care, and insurance. So whether you are just beginning to consider your financial future, planning your retirement, or 401k options, the financial professionals at H & M Financial Group, LLC are here to assist you with your needs. With over 30 years of combined industry exposure, we can offer you not only the knowledge and experience you deserve, but a commitment to our clients like none other.

TRG Capital Management is a financial firm based in Raleigh, NC, offering personalized investment strategies to help clients achieve their financial goals. With a focus on sustainable long-term income and wealth accumulation, TRG provides tailored solutions through their Dynamic Personal Payout and Dynamic Wealth Accumulation Accounts. Utilizing a combination of active and passive approaches, TRG's investment philosophy aims to provide investors with reliable cash flow, capital appreciation, and risk management. Clients benefit from a customized portfolio of individual stocks, fixed income, ETFs, and other securities, all designed to align with their unique objectives and preferences.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Raleigh, NC area, Anthony Crutchfield will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.