Customer focused lending in Charlotte, NC
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Leverage Lending Group
● OpenLeverage Lending Group, located at 216 North McDowell Street, Charlotte, North Carolina, United States, is a finance institution dedicated to providing support and expertise in mortgage services. With a team of experts committed to honesty, integrity, and accountability, Leverage Lending Group has been serving the community for over 15 years. By offering personalized mortgage plans, fast loan quotes, and great rates, the institution ensures that each client finds the best loan scenario for their unique situation. Whether you are looking to become a homeowner or planning to upgrade your home, Leverage Lending Group will help you choose a refinance rate that saves you money. With a focus on customer service and financial empowerment, Leverage Lending Group is the ideal partner for all your mortgage needs.
216 N McDowell St # 200, Charlotte, NC 28204, United States -
Josh Ross - State Farm Insurance Agent
● OpenJosh Ross - State Farm Insurance Agent is a trusted insurance agency located at 2908 Oak Lake Boulevard, Charlotte, North Carolina, United States. Next to Nana's Soul Food and Krustaceans Seafood, Josh Ross offers a range of insurance products including Life Insurance, Auto Insurance, Health Supplemental Insurance, Business insurance, Lightstream lending, Renters Insurance, and Home insurance in North Carolina, South Carolina, and Tennessee. With a background in Finance and a passion for the insurance industry, Josh Ross is dedicated to helping individuals and families prepare for the unexpected and achieve their goals and dreams. At Josh Ross - State Farm Insurance Agent, the mission is to establish genuine connections with customers and the community to provide protection for families, assets, and achieve goals. Services offered include Auto Insurance, Pet Insurance, Home Insurance, Life insurance, and Banking. With a focus on customer service and community engagement, Josh Ross is committed to helping individuals protect themselves and their loved ones.
2908 Oak Lake Blvd #104, Charlotte, NC 28208, United States -
National Credit Funding
● OpenNational Credit Funding is a finance institution located at 9101 Southern Pine Boulevard in Charlotte, North Carolina, United States. Specializing in providing financing solutions for businesses, National Credit Funding offers quick 24-hour approvals, flexible terms, and the ability to finance new or used essential business equipment. With a requirement of a 600 FICO score and 3 months of bank statements, National Credit Funding aims to make the financing process easy and efficient for its clients. Whether you are a company in need of financing for equipment or an equipment vendor looking to increase sales, National Credit Funding can provide a customized financing program tailored to your specific needs. With a focus on quality financing solutions, National Credit Funding has received rave reviews from satisfied customers who have experienced smooth transactions, competitive rates, and excellent customer service.
9101 Southern Pine Blvd #205, Charlotte, NC 28273, United States -
Peak Financial Group, Inc.
● OpenPeak Financial Group, Inc. is a finance institution located at 2125 Southend Drive in Charlotte, North Carolina, United States. Specializing in residential and commercial loans, Peak serves the lending needs of homebuyers, real estate professionals, builders, and small business owners in North Carolina and South Carolina. They excel in customer service and pricing for commercial real estate loans, offering flexibility and expertise to help clients secure the right loan for their business. Additionally, Peak offers investment property loans for short term rentals, based on the income the property produces. As a Wholesale Mortgage Broker, Peak works with multiple lenders to provide the best pricing, products, terms, and interest rates for their clients. With a focus on treating each customer like family, Peak's Loan Officers make themselves available to fit their clients' schedules and provide one-on-one interaction throughout the loan process. Peak Financial Group, Inc. is a family-owned business with a commitment to providing exceptional financial services and making mortgages simple for their clients.
2125 Southend Dr STE 451, Charlotte, NC 28203, United States -
Merrill Lynch Financial Advisor MARY GRACE LOSTETTER
● OpenMerrill Lynch Financial Advisor MARY GRACE LOSTETTER is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. Mary Grace Lostetter offers the investment insights of Merrill Lynch along with access to the banking convenience and lending solutions of Bank of America. With a focus on serving the best interests of clients, Mary Grace Lostetter helps families grow and preserve their wealth by aligning personal wealth plans with their most important goals. As a client, you will have access to a full range of services and benefits, including 24/7 banking convenience. Mary Grace Lostetter holds various licenses and designations, including the Certified Plan Fiduciary Advisor (CPFA) designation, and focuses on helping business owners establish and maintain fiduciary standards for their retirement plans. With a team of talented individuals, Mary Grace Lostetter provides personalized service centered on trust and building strong client relationships. The approach to financial planning at Merrill Lynch Wealth Management focuses on the client's goals and priorities, adapting to changes over time. By understanding what matters most to each client, Mary Grace Lostetter helps create a personalized financial approach designed to address their specific needs. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Mary Grace Lostetter works with clients to manage, grow, and preserve their wealth. Through ongoing collaboration and adjustments to the financial plan as needed, Mary Grace Lostetter helps clients pursue their most important goals. With access to the investment insights of Merrill Lynch and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs. The institution also offers tools and resources to help clients track changes in their lives and reflect them in their financial approach. With a focus on sustainable and impact investing, Mary Grace Lostetter can provide clients with wealth management strategies based on years of experience and knowledge. By understanding each client's goals and priorities, Mary Grace Lostetter helps create a financial approach that aligns with what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, Mary Grace Lostetter starts by listening to each client to learn more about them and their family. Through the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work with Mary Grace Lostetter to customize their financial approach accordingly. By regularly reviewing goals and progress, Mary Grace Lostetter helps clients stay on track to achieve what's most important to them.
620 S Tryon St, Charlotte, NC 28202, United States -
Merrill Lynch Financial Advisor Andrew A Harding
● OpenMerrill Lynch Financial Advisor Andrew A Harding, located at 13510 Ballantyne Corporate Place in Charlotte, North Carolina, offers personalized financial services that combine the investment insights of Merrill with the banking convenience and lending solutions of Bank of America. Andrew Harding holds the Certified Plan Fiduciary Advisor designation and is dedicated to delivering excellent service to his clients. With a focus on building strong client relationships based on trust and personalized service, Andrew follows a disciplined process that begins with getting to know you, your family, and your financial goals. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Andrew can help you create a personalized financial plan tailored to your specific needs and aspirations. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, Andrew is committed to helping you achieve your financial goals. With access to the global resources of Merrill, Andrew and his team can provide you with the insights and resources needed to navigate today's changing markets and address fluctuations in your life. Contact Andrew Harding today to start building a customized investment approach that aligns with your priorities and helps you pursue your financial goals.
13510 Ballantyne Corporate Pl, Charlotte, NC 28277, United States
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