Financial advisor services in Fletcher, North Carolina

Meredith Merrill is a Mortgage Advisor at United Federal Credit Union, located at 3674 Hendersonville Road in Fletcher, North Carolina. With 15 years of banking experience, Meredith offers quality real estate lending expertise to credit union members, helping them navigate their real estate financing needs and secure investment quality mortgage loans. She is dedicated to assisting individuals in finding the perfect mortgage option for their new home. Meredith holds a degree in Marketing and Sport Management from Western Carolina University and enjoys spending time with her family and being outdoors in her free time. The institution is insured by NCUA and is an Equal Opportunity and Equal Housing Lender, operating in accordance with the Fair Housing Act and Equal Credit Opportunity Act. NMLS #471962.

James Madison, Mortgage Advisor at United Federal Credit Union, offers over 15 years of experience in the mortgage industry. Located at 3674 Hendersonville Road in Fletcher, North Carolina, James has helped over 600 families buy or build their homes since joining United in 2017. He is the Top Producing Mortgage Advisor in North Carolina and was the #1 producing Mortgage Advisor for all of United in 2023. James is passionate about volunteering in his community and enjoys running and hiking the trails of Western North Carolina. Insured by NCUA and operating as an Equal Opportunity and Equal Housing Lender, James Madison is dedicated to providing exceptional service to his clients. NMLS #471962.

Ben Fletcher - Raymond James is a renowned finance institution located at 6805 Carnegie Boulevard in Charlotte, North Carolina, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust Ben Fletcher - Raymond James for all your financial needs.

DW Taxes and Financial Services is a reputable institution located in Durham, North Carolina, specializing in accounting and finance services. Our dedicated team of professionals is committed to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses. With years of experience in the industry, we pride ourselves on offering personalized solutions tailored to meet our clients' specific needs and goals. Visit us at 1725-103 Carpenter Fletcher Road to experience our expertise and dedication to helping you achieve financial success.

Edward Jones - Financial Advisor: Sarah Brice is a reputable finance institution located at 235 Saint John Road in Fletcher, North Carolina, United States. As a dedicated financial advisor, Sarah Brice provides personalized investment strategies and financial planning services to help clients reach their financial goals. With a commitment to building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Sarah Brice is a trusted partner in helping individuals and families secure their financial future.

Phoenix Financial Services is a leading finance institution located at 384 Glensprings Drive in Fletcher, North Carolina, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, financial planning, and retirement solutions. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: William L Sampson, CFP®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 235 Saint John Road in Fletcher, North Carolina, United States. With a team led by William L Sampson, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), the institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or wealth management, Edward Jones is dedicated to providing personalized and professional financial advice to help you secure your financial future.

Chris Moore - State Farm Insurance Agent is a trusted insurance agency located at 576 Upward Road in Flat Rock, North Carolina. Serving the community since 2018, Chris Moore has been a resident of Fletcher since 2010 and has a strong background in State Farm Agency Leadership in Western NC. With qualifications including the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, Chris is dedicated to providing top-notch insurance services to clients in Flat Rock, Hendersonville, Fletcher, Mills River, and beyond. Specializing in auto, home, life, and business insurance, Chris also assists with out-of-state transfers to Henderson County and is licensed in both North Carolina and South Carolina. Whether you prefer to click, call, or walk in for free insurance quotes, Chris is committed to helping you find the right coverage for your needs. In addition to insurance services, Chris offers valuable tips on topics such as traveling with toddlers, rural road safety, and organizing your home for efficiency and safety.

Fogel Investment Advisory Group is a leading finance institution located at 49 Overton Place in Fletcher, North Carolina, United States. Our team of expert advisors provides personalized investment strategies to help clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we offer a range of services including portfolio management, retirement planning, and wealth management. Trust Fogel Investment Advisory Group to guide you towards a secure financial future.