What departments does Proximity Financial Partners have?

Proximity Financial Partners has employees across 2 departments including Finance, Human Resources.

What is the largest department at Proximity Financial Partners?

The largest department at Proximity Financial Partners is Finance with 2 employees.

Where are Proximity Financial Partners employees located globally?

Proximity Financial Partners has employees across 1 continents and 1 countries including United States Of America.

How has Proximity Financial Partners's team size changed over time?

Proximity Financial Partners's team has remained stable from approximately 3 to 3 employees based on available data.

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Proximity Financial Partners Employee Directory

Financial ServicesNorth Carolina, United States0-1 Employees

We are a team of independent advisors and benefit consultants committed to ultra-responsive, customized service. We do business a better way. We listen first. Then we plan. We have experts in financial planning, investment management, and group benefit plan design. We believe we must think outside of the box in order to bring our clients solutions that will help them today and into the future.

Find Proximity Financial Partners employees' phone numbers or email addresses

Proximity Financial Partners Global Highlights

North America
5

United States Of America
5

Proximity Financial Partners's Leadership

D. S.
Financial Advisor
Mobile Phone
Email
D. H.
Benefits Advisor
Mobile Phone
Email
M. R.
Financial Planner
Mobile Phone
Email
M. R. C.
Csr
Mobile Phone
Email

Proximity Financial Partners Employee Metrics

100%

50%

2026

2025

Banking
Business
Human Resources
Accounting
Administrative
Other

Contact profiles from Proximity Financial Partners

Name

Title

Contact Info

Location

Last Update

D. S.
Financial Advisor
Mobile Phone
Email
Feb 17, 2026
D. H.
Benefits Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 19, 2025
M. R.
Financial Planner
Mobile Phone
Email
United StatesNorth Carolina
Apr 23, 2025
M. R. C.
Csr
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Proximity Financial Partners known for?

Proximity Financial Partners operates in the Financial Services industry. The company's main headquarters is located in 5400 Trinity Road Suite 305 Raleigh, North Carolina 27607 United States; you can contact the main corporate office by phone at

+1-919-977-****

. Explore Proximity Financial Partners's company overview page for more information.

What is Proximity Financial Partners's most common email format?

Proximity Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Proximity Financial Partners email formats with LeadIQ.

How many employees does Proximity Financial Partners have currently?

Proximity Financial Partners has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Proximity Financial Partners's key employees and leadership?

As of February 2026, Proximity Financial Partners's key employees include:

Financial Advisor: D. S.
Benefits Advisor: D. H.
Financial Planner: M. R.
Csr: M. R. C.

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