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Wake Forest
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Wake Forest Community and Businesses
Insurance · Raleigh

5S Financial Group, LLC

About

5S Financial Group works with employers on benefits, treating the benefits package as part of how a company attracts and keeps good people. The office is on Red Grape Drive in Raleigh, and the work is aimed at business owners with staff to cover.

The approach goes past handing a client a list of plan options. Worksite products are part of what the group offers, and the motto is Empowering Your Workforce, Elevating Your Success. The group also points clients toward accounting and mortgage specialists it works with.

What to know

  • Worksite products are offered with features and pricing aimed at employees.
  • Greg W. Isley CPA is named for tax, assurance and consulting work.
  • That accounting firm has been practicing for more than 25 years.
  • Thompson Kane is named as a mortgage banking partner with in-house underwriting.

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