TOP 10 Family assistance in Charlotte, North Carolina
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State Employees’ Credit Union
● ClosedState Employees’ Credit Union is a trusted financial institution located at 10910 Ardrey Kell Road in Charlotte, North Carolina, United States. As a member-owned cooperative, this bank offers a wide range of financial services to its members, including savings accounts, loans, and investment options. With a focus on serving state employees and their families, State Employees’ Credit Union provides personalized service and competitive rates to help members achieve their financial goals. Whether you are looking to save for the future or need assistance with a loan, State Employees’ Credit Union is dedicated to helping you succeed financially.
10910 Ardrey Kell Rd, Charlotte, NC 28277, United States -
Mutual of Omaha Mortgage
● ClosedMutual of Omaha Mortgage is a finance institution located at 801 East Morehead Street in Charlotte, North Carolina. As a trusted name in the financial industry, Mutual of Omaha Mortgage offers a variety of mortgage services to help individuals and families achieve their homeownership goals. With a commitment to providing excellent customer service and competitive rates, Mutual of Omaha Mortgage is dedicated to helping clients navigate the mortgage process with ease and confidence. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Mutual of Omaha Mortgage is here to assist you every step of the way.
801 E Morehead St Suite 301, Charlotte, NC 28202, United States -
Black Mountain Campground/Briar Bottom Group Campground
● OpenBlack Mountain Campground/Briar Bottom Group Campground is a peaceful retreat nestled in the shadow of Mt. Mitchell in Burnsville, North Carolina. Situated on the South Toe River, this campground offers a perfect setting for swimming, tubing, and fly fishing. Hiking enthusiasts can explore the Hemlock Nature trail or take on the challenge of hiking to the top of Mount Mitchell State Park, the highest peak in North Carolina. With easy access to Asheville, Charlotte, and Atlanta, this campground is an ideal destination for a weekend getaway or family vacation. Visitors can choose from a variety of camping options, including standard campsites, electric campsites, and double campsites. Briar Bottom Group Site is also available for larger groups. Campground hosts are on hand to provide assistance and information to visitors, making this a memorable outdoor experience for all.
50 Black Mountain Campground Rd, Burnsville, NC 28714, United States -
U.S. Bank-Travis Pearsall-Mortgage Branch Manager
● OpenU.S. Bank-Travis Pearsall-Mortgage Branch Manager is a finance institution located in Charlotte, North Carolina, United States. As a branch manager, Travis Pearsall oversees the mortgage services provided by U.S. Bank, ensuring clients receive personalized and efficient assistance with their home financing needs. With a strong focus on customer satisfaction and financial expertise, U.S. Bank-Travis Pearsall-Mortgage Branch Manager is dedicated to helping individuals and families achieve their homeownership goals.
U.S. Bank Area Served, Charlotte, NC 28207, United States -
New American Funding - Oscar Reto
● ClosedNew American Funding - Oscar Reto is a finance institution located at 14120 Ballantyne Corporate Place in Charlotte, North Carolina, United States. With 18 years of experience in the mortgage industry, Oscar Reto has served thousands of families with responsible and affordable home loans. Specializing in assisting first-time homebuyers, high net worth clients, and self-employed borrowers with complex tax returns, Oscar Reto now also helps Loan Officers grow their business and have a fulfilling career. The institution believes in taking care of employees to ensure they take care of clients, and they are dedicated to helping build communities through their Pathway to Homeownership initiative. This initiative offers qualified borrowers up to $8,000 in assistance, not requiring repayment, and can be combined with other down payment assistance programs. With NAF Cash, clients can make competitive cash offers and close in as little as seven days. New American Funding is committed to providing $25 billion in home loans to the Latino community by 2024 and prioritizes customer service. For assistance, customers can call 800-450-2010 or visit the corporate office in Tustin, California.
14120 Ballantyne Corporate Pl #150, Charlotte, NC 28277, United States -
State Employees’ Credit Union
● ClosedState Employees’ Credit Union is a trusted financial institution located at 8605 University City Boulevard in Charlotte, North Carolina. As a credit union serving state employees and their families, we provide a wide range of banking and financial services tailored to meet the needs of our members. With a commitment to offering competitive rates and exceptional customer service, State Employees’ Credit Union is dedicated to helping our members achieve their financial goals. Whether you're looking for a savings account, a loan, or investment options, our experienced team is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
8605 University City Blvd, Charlotte, NC 28213, United States -
Metrolina Shrine Club
● OpenThe Metrolina Shrine Club is a community organization located at 5930 Brookshire Boulevard in Charlotte, North Carolina. Our mission is to support the Shriners Hospitals for Children and provide assistance to those in need. We host a variety of events and fundraisers throughout the year to raise awareness and funds for our cause. Join us in making a difference in the lives of children and families in our community.
5930 Brookshire Blvd, Charlotte, NC 28216, United States -
Blackstone Shooting Sports
● ClosedBlackstone Shooting Sports is a premier destination for all your shooting and firearm needs in Charlotte, North Carolina. Conveniently located at 2001 Wilkinson Boulevard, our store offers a wide selection of firearms, ammunition, accessories, and expert advice to help you make the most of your shooting experience. Whether you're a seasoned pro or a first-time shooter, our knowledgeable staff is here to assist you in finding the perfect products to suit your needs. Visit Blackstone Shooting Sports and discover why we are the go-to destination for all things shooting in Charlotte.
2001 Wilkinson Blvd, Charlotte, NC 28208, United States -
ABODE at Greenway
● ClosedABODE at Greenway is a premier real estate agency located in the heart of Charlotte, North Carolina. Situated at 2635 West Trade Street, this institution is dedicated to helping clients find their dream homes in the vibrant and growing city. With a team of experienced and knowledgeable real estate agents, ABODE at Greenway offers personalized services to assist clients in buying, selling, or renting properties. Whether you are looking for a cozy apartment, a spacious family home, or a luxurious estate, ABODE at Greenway is committed to finding the perfect abode for you. Experience top-notch service and expertise in the real estate market at ABODE at Greenway.
2635 W Trade St, Charlotte, NC 28208, United States -
MAA Enclave
● ClosedMAA Enclave is a reputable real estate agency located at 710 East 7th Street in Charlotte, North Carolina, United States. Our dedicated team of professionals is committed to helping clients find their dream homes or investment properties in the bustling city of Charlotte. With a wealth of experience and knowledge of the local real estate market, MAA Enclave strives to provide top-notch service and guidance to all clients. Whether you are buying, selling, or renting a property, trust MAA Enclave to assist you every step of the way. Visit us today and let us help you achieve your real estate goals.
710 E 7th St #126, Charlotte, NC 28202, United States -
Pointe at Prosperity Village
● ClosedThe Pointe at Prosperity Village is a premier senior living community located at 7304 Brice Knoll Lane in Charlotte, North Carolina. Our beautifully landscaped grounds and modern facilities offer a comfortable and secure environment for residents to enjoy their golden years. Our dedicated staff provides personalized care and assistance to meet the individual needs of each resident. With a range of amenities and activities, including chef-prepared meals, fitness classes, and social events, residents can maintain an active and fulfilling lifestyle. Come experience the warmth and hospitality of The Pointe at Prosperity Village.
7304 Brice Knoll Ln, Charlotte, NC 28269, United States -
Luvanex Rentals & Property Management
● ClosedLuvanex Rentals & Property Management is a real estate agency located at 8201 West Arrowood Road in Charlotte, North Carolina, United States. As a subsidiary of Luvanex Realty Group, we offer a one-stop solution for real estate investors. Since our establishment in 2007, we have provided exclusive tenant and buyer agency services, as well as property management services. Our tenant agency services include apartment locator services, as well as leasing for condos, townhomes, and single-family residential units. Our property management services are dedicated to helping investors maintain steady cash-flowing properties throughout the year. Contact us today for a free consultation at 678.439.6013. We are available to assist you in the mornings, afternoons, and evenings.
8201 W Arrowood Rd Suite 124, Charlotte, NC 28273, United States -
Gateway Communities
● OpenGateway Communities is a community-focused institution located at 523 Ridgeway Avenue in Charlotte, North Carolina. Our mission is to serve as a gateway for individuals and families seeking support, resources, and opportunities for growth and development. We provide a range of services and programs aimed at empowering our community members to reach their full potential. Whether you are looking for educational assistance, career guidance, or simply a safe and welcoming space to connect with others, Gateway Communities is here to help. Join us in building a stronger, more inclusive community for all.
523 Ridgeway Ave UNIT 401, Charlotte, NC 28204, United States -
NoDa Landing Apartments
● ClosedNoDa Landing Apartments offers exceptional living in Charlotte, Kannapolis, and Fayetteville. Located at 2000 Patio Court in Charlotte, North Carolina, our modern and well-maintained apartments cater to every lifestyle. From cozy studios to spacious family homes and luxury city living, Elevate Capital Group has something for everyone. Our experienced property management team is dedicated to providing the best possible environment for all our tenants. We offer quality apartments with all the amenities and features needed for comfortable living. Our customer service is always available to address any concerns and ensure a pleasant living experience.
2000 Patio Ct, Charlotte, NC 28205, United States -
Amanda’s Maid, LLC
● ClosedAmanda's Maid, LLC is a top-rated cleaning service located at 6675 Cow Hollow Drive in Charlotte, North Carolina. We offer the best cleaning services in Charlotte, Matthews, Mint Hill, Indian Trail, and surrounding areas. Our local, family-owned and operated cleaning company is fully insured, and all of our cleaning technicians are professionally trained and background checked. At Amanda's Maid, we are dedicated to transforming your life one cleaning service at a time. We understand the importance of maintaining a clean and healthy living or working environment, which is why we provide top-quality regular cleaning services. Our exceptional team is committed to excellent customer service and will exceed your expectations.
6675 Cow Hollow Dr, Charlotte, NC 28226, United States -
Maid Knows Best
● ClosedMaid Knows Best is a trusted institution located at 11222 Winget Pond Road in Charlotte, North Carolina, United States. Our certified cleaners are dedicated to providing top-notch cleaning services for busy individuals and families. Whether you are a working mom of three or simply in need of some extra help around the house, our team is here to assist you. Our satisfied clients rave about the exceptional service they receive from our skilled professionals, such as Alma, Susi, and Paola. With Maids Knows Best, you can come home to a sparkling clean house and enjoy a well-deserved glass of wine after a long week.
11222 Winget Pond Rd, Charlotte, NC 28278, United States -
NC Quality Janitorial services
● ClosedNC Quality Janitorial Services, located at 144 Cabarrus Avenue West in Concord, North Carolina, is a trusted janitorial company serving the Charlotte area since 2003. We pride ourselves on offering reliable and affordable cleaning services for both residential and commercial properties. Our team is dedicated to providing top-quality janitorial service, residential cleaning, and commercial cleaning to meet the needs of our customers. For office buildings, our janitorial service is comprehensive and includes floor-to-ceiling cleaning on a schedule that works for your business. We take care of trash removal, bathroom cleaning, floor cleaning, dusting, and stain removal to ensure a clean and fresh environment for your employees and clients.
144 Cabarrus Ave W ste c, Concord, NC 28025, United States -
Merrill Lynch Financial Advisor Ryan Leaf
● ClosedAt Merrill Lynch Financial Advisor Ryan Leaf in Charlotte, North Carolina, our team is dedicated to understanding your values and helping you achieve your financial goals. With personalized one-on-one conversations, we aim to get to know you and your family, so we can tailor our services to meet your unique needs. Ryan Leaf, an Assistant Vice President, Financial Advisor, and Portfolio Advisor, brings years of experience in helping clients maximize their resources and create predictable long-term outcomes. With a focus on investing, wealth planning, and behavioral finance, Ryan follows a disciplined process to adapt to changes and provide a Five-Star customer experience. He holds various certifications and is actively involved in the local community. Whether you're an individual, family, or corporation seeking professional financial advice, Ryan is here to help. Contact us to set up an introductory meeting and start planning for your financial future with Merrill Lynch Wealth Management.
13510 Ballantyne Corporate Pl, Charlotte, NC 28277, United States -
Modera Wealth Management - Financial Advisors & Financial Planners - Southern Pines, NC
● ClosedModera Wealth Management is a leading financial institution located in Southern Pines, North Carolina. Our team of experienced financial advisors and financial planners are dedicated to helping individuals and families achieve their financial goals. Whether you need assistance with investment management, retirement planning, or estate planning, our experts are here to provide personalized guidance and support. Visit us at 140-B Southwest Broad Street to learn more about how Modera Wealth Management can help you secure a stable financial future.
140-B SW Broad St, Southern Pines, NC 28387, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a finance institution located in Charlotte, North Carolina. They provide Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. They offer a holistic allWEALTH® approach that covers wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth and legacy planning. The institution aims to assist clients with their investment portfolio and financial planning needs. The team at Beacon Pointe is dedicated to providing an elevated service experience for clients and building strong relationships. They offer customized solutions to help clients meet their financial goals and legacy objectives. The team includes experienced professionals such as Andrew, Brendan, Christine, Jacqui, Jeff, and Jennifer, who bring a wealth of knowledge and expertise to the table. Whether virtually or at their Charlotte office, Beacon Pointe Advisors looks forward to connecting with clients and assisting them in achieving financial success.
5960 Fairview Rd # 400, Charlotte, NC 28210, United States -
Arthur Stover: Allstate Insurance
● ClosedArthur Stover: Allstate Insurance is a trusted insurance agency located at 703 West South Main Street in Waxhaw, North Carolina, United States. With a commitment to providing top-notch insurance products and exceptional customer service, Arthur Stover and his team are dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can rely on Arthur Stover: Allstate Insurance to provide personalized coverage options tailored to your specific needs. Contact them today to learn more about their comprehensive insurance solutions.
703 W South Main St Ste A, Waxhaw, NC 28173, United States -
Arnett James, Bankers Life Agent
● ClosedArnett James, Bankers Life Agent is an insurance agency located at 10706 Sikes Place in Charlotte, North Carolina, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers personalized and comprehensive coverage options for individuals and families. With a focus on customer satisfaction and financial security, Arnett James, Bankers Life Agent is dedicated to helping clients protect their assets and plan for the future. Contact them today to learn more about their insurance offerings and how they can assist you in securing your financial well-being.
10706 Sikes Pl Ste 300, Charlotte, NC 28277, United States -
Michael Whitney - New York Life Insurance
● ClosedMichael Whitney - New York Life Insurance is a reputable insurance agency located at 14819 Ballantyne Village Way in Charlotte, North Carolina. With a strong presence in the community, they offer a wide range of insurance products and services to meet the needs of individuals and families. Their team of experienced agents is dedicated to providing personalized and professional service to help clients protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment solutions, Michael Whitney - New York Life Insurance is committed to helping you achieve your financial goals. Visit their office today to learn more about their offerings and how they can assist you in securing your financial future.
14819 Ballantyne Village Way 11th fl suite 1100, Charlotte, NC 28277, United States -
Flat Fee Financial
● ClosedFlat Fee Financial is a finance institution located at 919 Berryhill Road in Charlotte, North Carolina, United States. We specialize in making financial decisions on behalf of our clients, always acting in their best interest. Our process begins with a free consultation call to determine how we can assist you. If we are a good fit, we will move on to creating a personalized financial plan based on your specific needs and goals. This plan will showcase the value we can provide to you and your family.
919 Berryhill Rd Ste 102, Charlotte, NC 28208, United States -
Blackbridge Financial, Terry Colen, CRPC®
● OpenBlackbridge Financial, led by Terry Colen, CRPC®, is a trusted finance institution located at 525 North Tryon Street in Charlotte, North Carolina. With a focus on providing personalized financial solutions, Blackbridge Financial offers expert guidance and assistance in wealth management, retirement planning, and investment strategies. Clients can expect top-notch service and a commitment to helping them achieve their financial goals. With a strong presence in the Charlotte community, Blackbridge Financial is dedicated to supporting individuals and families in securing their financial future.
525 N Tryon St 16th floor, Charlotte, NC 28202, United States -
McShane Partners Wealth & Investment Advisory
● OpenMcShane Partners Wealth & Investment Advisory, located at 2150 Park Drive in Charlotte, North Carolina, is a privately-owned registered investment advisor committed to providing tailored wealth management and investment advisory services to clients and their families. Founded in 1985, McShane Partners offers personalized financial planning solutions to high-net-worth individuals and families, ensuring a concierge experience for all clients. As a registered investment advisor with the SEC, McShane Partners adheres to the Fiduciary Standard, guaranteeing that all recommendations are made in the best interests of their clients. Whether you need assistance with investment management or financial planning, McShane Partners is dedicated to helping you achieve your financial goals.
2150 Park Dr, Charlotte, NC 28204, United States -
Merrill Lynch Private Wealth Advisor Ian McDade
● ClosedMerrill Lynch Private Wealth Advisor Ian McDade, located at 6000 Fairview Road in Charlotte, North Carolina, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The team, focused on serving a limited number of clients, provides guided access to resources from Merrill and Bank of America. With specialized training and experience, they address the complexities of an evolving world to help clients fulfill their vision for their family's financial future. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet the specialized needs of individuals and families. Services offered include personalized strategies, wealth transfer strategies, family wealth education, philanthropic visions, and assistance for entrepreneurs, business owners, women, and nonprofit organizations.
6000 Fairview Rd, Charlotte, NC 28210, United States -
Trilogy Tax and Consulting INC
● ClosedTrilogy Tax and Consulting INC is an accounting and finance institution located at 2015 Ayrsley Town Boulevard in Charlotte, North Carolina, United States. Our team is dedicated to providing the care your family and business needs, while also maximizing your refund. We prioritize building relationships with our clients, offering individual and business tax services, tax training, IRS audit assistance, and more. With certified training and extensive financial knowledge, we can handle all of your financial needs, no matter how complex. Scheduled appointments are available until 8pm Monday through Friday and 5pm on Saturday for your convenience. We also offer a range of services such as bank products, tax preparation training, and a mobile app for easy access to your tax return. Additionally, we provide financial education programs for kids and mentorship programs for young adults. You can track your return and upload documents through our TAXESTOGO mobile app, and access helpful links for IRS resources and payment options. Thank you for choosing Trilogy Tax and Consulting for all your financial needs.
2015 Ayrsley Town Blvd #202, Charlotte, NC 28273, United States -
Merrill Lynch Financial Advisor Chris Grady
● ClosedMerrill Lynch Financial Advisor Chris Grady is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Chris Grady can help create a flexible strategy tailored to your specific needs in today's ever-changing market. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in pursuing your financial goals through personalized wealth management strategies. Chris Grady is deeply involved in the community, volunteering with local organizations to give back. Merrill Personal Wealth Analysis™ is utilized to build a personalized plan centered around your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, priorities, and goals as they evolve over time. By starting with a conversation to identify your most important goals, Chris Grady can help you make informed decisions about your financial future. The Investment Personality Assessment helps understand your investing preferences and customize a financial approach to align with your goals.
620 S Tryon St, Charlotte, NC 28202, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 4201 Congress Street in Charlotte, North Carolina, United States. Our Charlotte-based advisors offer comprehensive financial solutions for individuals, retirement plan sponsors, endowments, and foundations. We provide services such as committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. Whether you need wealth planning, portfolio management, family governance assistance, or philanthropic strategies, our financial advisors are here to help. We support employer organizations through fiduciary partnerships, plan design optimization, financial wellness programs, and more. While our offices extend beyond North Carolina, we are deeply rooted in the state and proud to offer our financial expertise to Charlotte. Join us for webinars on industry insights and fiduciary liability, and explore how nonprofits can navigate volatility and seek alternatives. Let CAPTRUST help you achieve your financial goals today.
4201 Congress St Suite 160, Charlotte, NC 28209, United States
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