Financial Services in Lake Norman, NC

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SunTrust Bank - Banks
(704) 895-5118
9525 Birkdale Crossing Dr
Huntersville, NC 28078
Lesley Graham, Mortgage Loan Originator & Construction Specialist - Mortgages
(704) 771-2920
9525 Birkdale Crossing Dr Ste 203
Huntersville, NC 28078

From Business: At Silverton Mortgage, we understand that everyone’s situation is different. Like people, not all loans are the same. When you choose us as your mortgage loan…

Shelly Quinn, Branch Manager and Construction Specialist - Mortgages
(704) 626-2444
9525 Birkdale Crossing Dr Ste 203
Huntersville, NC 28078

From Business: At Silverton Mortgage, we understand that everyone’s situation is different. Like people, not all loans are the same. When you choose us as your mortgage loan…

Darin Atwell, Licensed Assistant - Mortgages
(704) 626-2444
9525 Birkdale Crossing Dr Ste 203
Huntersville, NC 28078

From Business: At Silverton Mortgage, we understand that everyone’s situation is different. Like people, not all loans are the same. When you choose us as your mortgage loan…

Amy Goodrum, Mortgage Loan Originator - Mortgages
(704) 251-7129
9525 Birkdale Crossing Dr Ste 203
Huntersville, NC 28078

From Business: At Silverton Mortgage, we understand that everyone’s situation is different. Like people, not all loans are the same. When you choose us as your mortgage loan…

Bill James, Mortgage Loan Originator - Mortgages
(704) 626-2444
9525 Birkdale Crossing Dr Ste 203
Huntersville, NC 28078

From Business: At Silverton Mortgage, we understand that everyone’s situation is different. Like people, not all loans are the same. When you choose us as your mortgage loan…

Fidelity Investments - Investment Advisory Service
(800) 622-9980
16740 Birkdale Commons Pkwy Ste 301
Huntersville, NC 28078
CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please…

Laura M Mikeworth, CPA, PA - Bookkeeping
(704) 894-9991
18449 Old Statesville Street
Cornelius, NC 28031
CLOSED NOW
Pinnacle Financial Partners - Mortgages
(704) 991-8080
16633 Birkdale Commons Pkwy
Huntersville, NC 28078
CLOSED NOW

From Business: Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services to businesses and people who want a…

Charles Schwab - Financial Planners
(980) 231-4400
8700 Sam Furr Rd
Huntersville, NC 28078
CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

Chase Bank - Banks
(704) 765-3517
8830 Lindholm Dr Ste 100
Huntersville, NC 28078
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.

Global Financial Credit - Investment Advisory Service
(866) 709-1100
16905 Northcross Dr Ste 300
Huntersville, NC 28078

From Business: Global Financial Credit can provide you with the cash you need while you await a settlement for your pending lawsuit. Use the cash for anything you need. If your…

Donna M Small - Truist Mortgage Loan Officer - Mortgages
(704) 896-5624
16710 Northcross Dr
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…

Primerica - Financial Services
(516) 721-0702
9820 Northcross Center Ct Ste 151
Huntersville, NC 28078

From Business: Charles Walker is a Licensed Financial Representative with Primerica serving HUNTERSVILLE and its surrounding areas.

Two Waters Wealth Management - Investment Management
(704) 275-2500
9820 Northcross Center Ct
Huntersville, NC 28078
CLOSED NOW

From Business: If you're like many people who come to see us, you likely have some concerns about what happens after you cash that last paycheck. Our planning process, The Two…

SunTrust Bank - Banks
(704) 895-3100
9617 Holly Point Dr
Huntersville, NC 28078
Edward Jones - Financial Advisor: Jon Lentz, CFP® - Investments
(704) 892-7408
9601 Holly Point Dr Ste 201
Huntersville, NC 28078
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…

Ameriprise Financial - Financial Planners
(704) 987-9794
16315 Northcross Dr
Huntersville, NC 28078
CLOSED NOW

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

Davidson, Jeri - Financial Planners
(704) 987-9794
16315 Northcross Dr Ste D
Huntersville, NC 28078
CLOSED NOW

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

Raymond James Financial Services Inc - Financial Planning Consultants
(704) 892-1012
16315 Northcross Dr
Huntersville, NC 28078
CLOSED NOW

From Business: We offer unbiased advice and quality investment alternatives to our clients. We offer asset management for retirement rollovers, stocks, bonds, mutual funds,…

Scott Robinson-Ameriprise Financial - Financial Planners
(704) 987-9794
16315 Northcross Dr
Huntersville, NC 28078
CLOSED NOW

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

United Community - Banks
(704) 439-1430
9906 Knockando Ln
Huntersville, NC 28078
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…

Edward Jones - Financial Advisor: Christian W Burns, CFP®|AWMA™ - Financial Services
(704) 948-0422
16610 Old Statesville Rd Ste A
Huntersville, NC 28078

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 - Investments
(704) 948-0422
16610 Old Statesville Rd Ste A
Huntersville, NC 28078
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…

State Employees’ Credit Union - Credit Unions

115. State Employees’ Credit Union

Years in Business Icon
87 Years
in Business
Amenities:
Wheelchair accessible
(704) 992-2109
10411 Arahova Dr
Huntersville, NC 28078
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: Rick Hebard - Investments
(704) 948-6475
10224 Hickorywood Hill Ave Ste 103
Huntersville, NC 28078

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: Kris Chuprevich, AAMS™ - Investments
(704) 948-6475
10224 Hickorywood Hill Ave Ste 103
Huntersville, NC 28078

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.…

CoinFlip Bitcoin ATM - ATM Locations
(773) 800-0106
9810 Gilead Rd
Huntersville, NC 28078
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…

Truliant Federal Credit Union Huntersville - Credit Unions
(800) 822-0382
9706 Gilead Rd
Huntersville, NC 28078
CLOSED NOW

From Business: Truliant Federal Credit Union is a not-for-profit financial organization owned and operated by its members. Any profit earned by the credit union is returned to…

Fifth Third Securities - Joseph Lopardi - Stock & Bond Brokers
(704) 688-1757
500 Gilead Rd
Huntersville, NC 28078
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,…

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