Financial Services in Lake Norman, NC

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Carolinas Telco Federal Credit Union - Credit Unions
(704) 987-1828
20221 W Catawba Ave
Cornelius, NC 28031
CLOSED NOW

From Business: Discover the financial advantages of banking with Carolinas Telco Federal Credit Union in Cornelius, NC. Our dedicated team is committed to providing…

Chase Bank - Banks
(704) 765-3590
19501 Jetton Rd
Cornelius, NC 28031
CLOSED NOW

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

United Community - Banks
(704) 439-4325
19510 Jetton Rd
Cornelius, NC 28031
CLOSED NOW

From Business: When you bank with United Community, you'll enjoy convenient access to your personal or business accounts at any of our branches, online or through our mobile…

Phillip Aldrete: First Horizon Mortgage - Mortgages
(980) 272-8964
8231 Magnolia Estates Dr
Cornelius, NC 28031
OPEN 24 Hours

From Business: With the flexibility to offer home loan options to fit your needs, First Horizon Mortgage in Cornelius stands out against the competition. We offer consistently…

State Employees’ Credit Union - Credit Unions
(704) 655-2521
19901 Holiday Ln
Cornelius, NC 28031
CLOSED NOW

From Business: A not-for-profit financial cooperative owned by its members, SECU has been providing employees of the State of North Carolina and their families with consumer…

Edward Jones - Financial Advisor: Ken Hoffman - Investments
(704) 896-7911
130 S Village Ln Ste C
Davidson, NC 28036

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Ben Hsiang - Investments
(704) 892-4680
18805 W Catawba Ave Ste 206
Cornelius, NC 28031
CLOSED NOW

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.…

Edward Jones - Financial Advisor: David G Hahl, CFP® - Financial Services
(704) 892-4680
18805 W Catawba Ave Ste 206
Cornelius, NC 28031
CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Lapis Financial Strategies - Financial Planning Consultants
(704) 237-3535
20212 Zion Ave
Cornelius, NC 28031
CLOSED NOW

From Business: Lapis Financial Strategies, Inc, an independent financial services company, located on Lake Norman, Cornelius, NC. We are licensed to do business in NC and SC.…

Edward Jones - Financial Advisor: Sean M Travis, CFP® - Investments
(704) 892-6119
21328 Catawba Ave
Cornelius, NC 28031

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

New American Mortgage - Financial Services
(704) 506-8925
19600 W Catawba Ave, B200
Cornelius, NC 28031
Carolinas Energy Associates - Financial Services
(843) 260-5014
19701 Bethel Church Rd 103
Cornelius, NC 28031

From Business: "Our expert consultant team provides you with detail testing and guidance related to EMF hazards in/around your home, office buildings and industrial plant…

CoinFlip Bitcoin ATM - ATM Locations
(773) 800-0106
18059 W Catawba Ave Ste 3
Cornelius, NC 28031
CLOSED NOW

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan…

Fifth Third Securities - Stephen E. Krise - Stock & Bond Brokers
(704) 696-3421
329 N Main St
Mooresville, NC 28115
CLOSED NOW

From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family,…

Moretz Wealth Management - Investment Management
(704) 230-2349
347 N Main St Ste B
Mooresville, NC 28115
CLOSED NOW

From Business: MWM is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. Our…

Edward Jones - Financial Advisor: Ron Ceccarini - Investments
(704) 660-6182
1355 Shearers Rd
Mooresville, NC 28115

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Missy Carlson, CFP® - Investment Advisory Service
(704) 948-5549
17824 Statesville Rd Ste 112
Cornelius, NC 28031
CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: LaTeesha M Stewart - Financial Services
(704) 948-5549
17824 Statesville Rd Ste 112
Cornelius, NC 28031

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Ameriprise Financial - Financial Planners
(704) 892-7575
17810 Statesville Rd
Cornelius, NC 28031
CLOSED NOW

From Business: The advisor listed is an Ameriprise financial advisor in Cornelius. Comments are not verified, may not be accurate and are not necessarily representative of the…

Jacob Pearce - Truist Mortgage Loan Officer - Mortgages
(704) 408-6306
8015 W Kenton Cir Ste 130
Huntersville, NC 28078
CLOSED NOW

From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to…

Jonathan David Cherry - Truist Mortgage Loan Officer - Mortgages
(704) 813-6775
8015 W Kenton Cir Ste 130
Huntersville, NC 28078
CLOSED NOW

From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to…

Scott Dale Burns - Truist Mortgage Loan Officer - Mortgages
(704) 575-8957
8015 W Kenton Cir Ste 130
Huntersville, NC 28078
CLOSED NOW

From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to…

Debra L Passarelli - Truist Mortgage Loan Officer - Mortgages
(704) 892-0763
8015 W Kenton Cir Ste 130
Huntersville, NC 28078
CLOSED NOW

From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to…

James P Cherry - Truist Mortgage Loan Officer - Mortgages
(704) 677-4199
8015 W Kenton Cir Ste 130
Huntersville, NC 28078
CLOSED NOW

From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to…

Scott Robinson - Financial Advisor, Ameriprise Financial Services - Financial Planners
(818) 662-1999
7930 W Kenton Cir Ste 210
Huntersville, NC 28078

From Business: 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…

Alex Bishop - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(704) 896-9985
7930 W Kenton Cir Ste 210
Huntersville, NC 28078
CLOSED NOW

From Business: 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…

Amber Robinson - Financial Advisor, Ameriprise Financial Services - Financial Planners
(818) 662-1999
7930 W Kenton Cir Ste 210
Huntersville, NC 28078

From Business: 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…

Bishop Financial Partners - Ameriprise Financial Services - Financial Planners
(704) 896-9985
7930 W Kenton Cir Ste 210
Huntersville, NC 28078
CLOSED NOW

From Business: At Bishop Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…

Edward Jones - Financial Advisor: Thomas Venzen - Investments
(704) 662-3818
975 N Main St
Mooresville, NC 28115

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Edward Jones - Financial Advisor: Stephen D Paavola - Financial Services
(704) 662-3818
975 N Main St
Mooresville, NC 28115

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.…

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