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Proximity Financial Partners Employee Directory

Financial ServicesNorth Carolina, United States0-1 Employees

Proximity Financial Partners is a financial services firm that operates as a team of independent advisors and benefit consultants. The company focuses on delivering customized, highly responsive service by listening first, then planning, and offers expertise in financial planning, investment management, and group benefit plan design. Its approach appears to emphasize thinking creatively to provide clients with solutions that address both current needs and future considerations.
Based in Raleigh, North Carolina, the firm positions itself to serve clients seeking individualized financial guidance and employee benefit design solutions. With a small organizational footprint, Proximity Financial Partners concentrates on delivering personalized service and tailored strategies within its advisory and benefits practice areas.

Find Proximity Financial Partners employees' phone numbers or email addresses

Proximity Financial Partners Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Proximity Financial Partners's Leadership

  • Stylized image of a person
    D. S.
    Financial Advisor
    Mobile Phone

Proximity Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Human Resources
  • Accounting
  • Administrative
  • Other

Contact profiles from Proximity Financial Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. S.
    Financial Advisor
    Mobile Phone
    Aug 03, 2026

Frequently Asked Questions

What is Proximity Financial Partners known for?

Minus sign iconPlus sign iconProximity Financial Partners operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconProximity 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?

Minus sign iconPlus sign iconProximity Financial Partners has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Financial Advisor: D. S.

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