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TOP 30 Financial services for members in North Carolina
323 results found
Search for local businesses, places and services near you
Navy Federal Credit Union
Navy Federal Credit Union, located at 7870 Alexander Promenade Place in Raleigh, North Carolina, is a full-service financial institution offering banking, ATM services, and personalized financial guidance. Whether you're looking to invest, manage your business finances, or find the right credit card for your needs, Navy Federal has you covered. With a focus on serving the military and their families, Navy Federal offers exclusive discounts, low rates, and special offers for those who have served. Their range of services includes assistance programs for entrepreneurs, personalized investing strategies, and a variety of credit card options to choose from.
Fidelity Bank
Fidelity Bank, located at 10217 Chapel Hill Road in Morrisville, North Carolina, is a full-service financial institution offering a range of personal and business banking products and services. From basic checking accounts to interest-bearing savings options, Fidelity Bank has solutions to meet your needs. Their convenient digital banking platform allows you to easily manage your finances, from checking your balance to paying bills and more. For businesses, Fidelity Bank offers a variety of checking and savings accounts tailored to help you achieve your financial goals. With the ability to initiate ACH transfers and wire funds from your computer or mobile device, managing your business account has never been easier.
Fidelity Bank
Fidelity Bank, located at 919 U.S. 70 in Garner, North Carolina, is a full-service financial institution offering a range of personal and business banking products and services. From basic checking accounts to interest-bearing savings options, Fidelity Bank has the right solution for your financial needs. With convenient digital solutions, you can easily manage your accounts, pay bills, and more. For businesses, Fidelity Bank offers checking and savings accounts tailored to help achieve long-term financial goals. With over 114 years of experience, Fidelity Bank is committed to providing the Garner community with exceptional customer service. Visit our branch to meet our team and experience what it means to be Right By You. Remember, credit products are subject to approval and we are a member of FDIC and an Equal Housing Lender.
Navy Federal Credit Union
Navy Federal Credit Union, located at 1800 Skibo Road in Fayetteville, North Carolina, is a trusted institution offering a range of financial services including banking, ATM services, and investment options. With Digital Investor's tools, you can start investing in just 10 minutes, whether you prefer automated or self-directed options. Our financial advisors are also available to help you create a personalized investing strategy. For business owners, we provide information on choosing the right credit card and offer assistance programs tailored to entrepreneurs. Our exclusive military benefits include low rates and special discounts for those who have served. With over 13 million members since 1933, Navy Federal Credit Union is dedicated to serving the military and their families as the most preferred and trusted financial institution.
Onnit Realty Group
Onnit Realty Group is a top real estate agency located at 128 Bow Street in Fayetteville, North Carolina, United States. Our team, led by Nicholas Eiberger, is dedicated to providing exceptional service to buyers and sellers. With a focus on transparency and utilizing the best tools and technology, we ensure a smooth and successful real estate experience for our clients. Testimonials from satisfied customers highlight Nick's expertise in helping first-time homebuyers, handling VA home loans for veterans and active duty service members, and going above and beyond for every client. Whether you're looking to buy or sell a property, Onnit Realty Group is the perfect choice.
ALFIE
ALFIE is a finance institution located at 19 Arlington Street in Asheville, North Carolina. We specialize in connecting builders, developers, and other Real Estate entrepreneurs with flexible financing solutions for their projects. Our investors have the opportunity to participate in local Real Estate markets with secured investments. We offer flexible terms, competitive rates, rapid processing and closing, local investments, predictable cash flow, and security backed by Real Estate. At ALFIE, we understand that traditional financing may not always be the best option, which is why we provide short-term construction and bridge loans for projects in North and South Carolina.
Quick Cash Pawn of Hickory
Quick Cash Pawn of Hickory is a trusted finance institution located at 2348 Springs Road Northeast in Hickory, North Carolina. Offering a wide range of services, including pawn loans, buying and selling of goods, and jewelry appraisals, Quick Cash Pawn is your go-to store for quick and convenient financial solutions. With friendly and knowledgeable staff members ready to assist you, you can trust Quick Cash Pawn to provide you with the cash you need, when you need it. Visit us today and experience the hassle-free and reliable services that have made us a trusted name in the community.
Coastal Credit Union
Coastal Credit Union is a trusted financial institution located at 3125 Shannon Road in Durham, North Carolina. As a credit union, Coastal offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. From savings and checking accounts to loans and investment options, Coastal Credit Union is dedicated to providing personalized and reliable financial solutions to its members. With a commitment to excellent customer service and community involvement, Coastal Credit Union is a valuable resource for those seeking financial stability and success.
Glen Stanley Total Real Estate LLC
Glen Stanley Total Real Estate LLC is a reputable real estate agency located at 977 Yadkinville Road, Mocksville, North Carolina, United States. With years of experience, our qualified agents are dedicated to guiding you through the process of buying or selling a home. We understand that this is one of the most significant transactions in your life, which is why we prioritize honesty and transparency in all our dealings. Our financial and negotiation skills are utilized to your advantage, ensuring that you get the best deal possible. As a resident of Davie County, we have local expertise and are well-versed in the neighborhoods, schools, and local economy. We are members of two Multiple Listing Services, allowing us to better serve our clients by providing them with a wide range of options.
Pawn-USA
Pawn-USA is a reputable finance store located at 5001 Main Street in Shallotte, North Carolina, United States. Our institution offers a wide range of financial services, including pawn loans, buy/sell/trade options, and jewelry and electronics sales. With experienced staff members who are dedicated to providing excellent customer service, Pawn-USA is a trusted destination for those in need of quick and reliable financial assistance. Visit us today to see how we can help you with your financial needs.
Turret Investment Management- W. Skyler Harrison
Turret Investment Management- W. Skyler Harrison is a full-service finance institution located at 443 North Main Street in Mount Airy, North Carolina, United States. Specializing in putting clients' interests first, Skyler Harrison's expertise includes advisory/fee-based relationships, retirement planning, wealth transfer, income generation, and investing life insurance proceeds to ensure a lasting legacy for future generations. Securities and Advisory Services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. This institution serves U.S. residents only, with registered representatives conducting business in North Carolina, Florida, South Carolina, and Virginia. Please note that not all investments and services may be available in every state.
Brett Lindquist - State Farm Insurance Agent
Brett Lindquist - State Farm Insurance Agent is an insurance agency located at 4012 Country Club Road in Winston-Salem, North Carolina, United States. Our office is conveniently situated across the street from O'Brien's Deli and the ABC Store. We specialize in providing auto insurance, home insurance, business insurance, life insurance, renters insurance, condo insurance, and more. Our mission is to offer great value to our customers and make a positive impact in their lives. Our services extend to the Lewisville, Clemmons, Pfafftown, Winston-Salem, and surrounding areas. Our office, established in 2014, is led by Brett Lindquist, a graduate of Winston-Salem State University, who resides in Lewisville with his spouse and two children. We are proud members of the Ambassador Travel Qualifier and SVP Club Qualifier. We offer free quotes for auto, motorcycle, home, and life insurance in North Carolina, with a focus on transfers to the Forsyth County area.
Creative Wealth Management Group, LLC
Creative Wealth Management Group, LLC is a finance institution located at 3779 Vest Mill Road in Winston-Salem, North Carolina, United States. Our dedicated team of Financial Services Representatives is here to help you craft a personalized strategy to secure your financial future. We offer securities, investment advisory, and financial planning services through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Visit one of our local offices to speak directly with our team or send us a message to start the conversation. Let us assist you in achieving your financial goals. Securities offered in AL, CA, DC, DE, FL, GA, IL, MA, MD, MI, MS, NC, NJ, PA, SC, TN, VA, and WI. Shannon Thompson is domiciled in NC with CA Insurance License # OK44390. Our agents are licensed to sell securities in AL, CA, CO, DC, DE, FL, GA, IL, MA, MD, MS, NC, NM, NV, NY, PA, SC, TN, TX, VA, and WI. Shannon Thompson is domiciled in NC with CA License # OK44390. Visit us today and start planning for a secure financial future. Supervisory Office: 4350 Congress Street, Suite 300 Charlotte, NC 28209. (704) 557-9600. CRN202508-2897264.
High Meadows Wealth Management - D.A. Davidson & Co.
High Meadows Wealth Management - D.A. Davidson & Co. is a finance institution located at 370 Knollwood Street in Winston-Salem, North Carolina, United States. As financial advisors with D.A. Davidson & Co., they provide a disciplined, integrated approach to managing various aspects of financial life, including investments, cash flow, insurance, debt, and long-term financial, retirement, and estate plans. Their wealth management plan aims to align all these components for a comprehensive financial strategy. Visitors to their website can find valuable information, educational articles, and calculators to evaluate their current financial position and progress towards their goals. Securities, investment services, annuity, and insurance products are offered through D.A. Davidson & Co., member SIPC. Clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional, but must verify information with their own tax advisor, accountant, or attorney. The institution does not provide tax, accounting, or legal advice. The information on their website is not investment advice or a solicitation to buy or sell securities. Visitors can also check the background of the investment professional on the site.
ActionCOACH Growth Partners | Coach Bill Gilliland
ActionCOACH Growth Partners, led by Coach Bill Gilliland, is a business coaching institution located at 301 Assembly Drive in Montreat, North Carolina, United States. The institution aims to support business owners in navigating the challenges of entrepreneurship and achieving growth and wealth building. Clients of ActionCOACH focus on CARE - Community, Accountability, Results, and Education. Through personalized coaching programs and monthly mastermind sessions, businesses are guided towards success and growth. Coach Bill Gilliland offers valuable insights and strategies to help businesses develop both long-term and short-term goals. With years of successful experience, Bill has helped numerous businesses thrive and reach their full potential. Clients who have worked with Bill praise his teaching and guidance, noting significant professional growth as a result.
Boys Arnold Wealth Management, an office of AMG National Trust
Boys Arnold Wealth Management, an office of AMG National Trust, is a financial institution located at 1272 Hendersonville Road in Asheville, North Carolina. As a part of AMG National Trust, a leading wealth management firm with over 45 years of experience, Boys Arnold offers a range of services including financial planning, investment management, tax preparation, trust administration, and more. The office is wheelchair accessible and provides a comfortable and inclusive environment for clients. With a commitment to long-term financial success, Boys Arnold serves over 1,200 clients across the United States. As a member of FDIC and an Equal Housing Lender, clients can trust in the security and reliability of the institution's services. Visit Boys Arnold Wealth Management for expert financial advice and personalized wealth management solutions.
Envision Planning, LLC
Envision Planning, LLC is a finance institution located at 212 South Grove Street in Hendersonville, North Carolina, United States. We specialize in creating programs and portfolios to help our clients meet their long-term financial goals. Whether you have questions about investments, taxes, retirement, or estate planning, our team of credentialed professionals is here to assist you. As fee-only financial planners and fiduciaries, we always prioritize our clients' interests above all else. Lenward Wesley Jones III, Managing Member of Envision, holds a Bachelor of Science in Business Administration and is a Certified Public Accountant (CPA). He also obtained a CHARTERED FINANCIAL CONSULTANT (ChFC®) designation from The American College of Financial Services. Karen G. Jones, Member of Envision and office manager, earned a Bachelor of Science in Elementary Education and specializes in planning, organization, and administration.
Wesley Jones CPA PLLC
Wesley Jones CPA PLLC is a professional accounting and finance institution located at 212 South Grove Street, Hendersonville, North Carolina, United States. We specialize in providing expert and accurate assistance with personal and business tax matters, including advanced tax planning. Our team believes in the value of relationships and treats every client partnership with close, personal attention. Our services include Income Tax Services for businesses and individuals, QuickBooks® setup and training, Business Consulting, and expertise in clergy/ministerial and ex-pats tax returns. With over 27 years of experience, we guarantee that you and your business are in good hands when it comes to navigating complex tax laws.
Joshua T Downs, CPA, PA
Joshua T Downs, CPA, PA is a reputable accounting and finance institution located at 400 East South Main Street in Waxhaw, North Carolina, United States. Specializing in tax preparation and financial services for the Carolinas, their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of today's tax laws. Whether you need assistance with income tax preparation, payroll services, QuickBooks® setup, or business startup services, Joshua T Downs, CPA, PA has you covered. Their commitment to excellence is evident through their continual investment in professional education, technology, and strong client relationships.
Todd Greene, CPA, PLLC Accountants
Todd Greene, CPA, PLLC Accountants is a reputable accounting firm located in Charlotte, North Carolina. With over 12 years of experience, we specialize in tax preparation and proactive tax planning services for businesses and individuals. Our goal is to help our clients reduce their tax obligations and increase their profitability. At Todd Greene, CPA, PLLC, we take the time to understand our clients' businesses in order to provide tailored accounting services that meet their specific needs. Our team of highly skilled professionals can assist with financial reporting, software recommendations, new business planning, bookkeeping, QuickBooks support, and more.
Mint Hill Wealth Management
Mint Hill Wealth Management is a finance institution located at 7540 Matthews-Mint Hill Road in Mint Hill, North Carolina, United States. Our firm specializes in serving the financial needs of medical professionals at every stage of their career, from training to retirement. We offer securities and advisory services through Ausdal Financial Partners, Inc., a member of FINRA/SIPC. Our team is dedicated to providing personalized financial solutions tailored to meet the unique needs of medical professionals. Mint Hill Wealth Management, LLC and Ausdal Financial Partners, Inc. are independently owned and operated entities. Contact us at (563) 326 2064 for more information.
Retamar Elite
Retamar Elite is a prestigious finance institution located at 709 Martin Luther King Junior Drive in Bladenboro, North Carolina. With a reputation for excellence and expertise in financial services, Retamar Elite offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, our team of professionals is dedicated to providing top-notch service and personalized guidance. Trust Retamar Elite to help you achieve your financial goals and secure your future.
MetLife Auto & Home
MetLife Auto & Home is an insurance agency located at 101 West South Main Street, Waxhaw, North Carolina, United States. We offer a wide range of insurance products to protect you and your family, all in one convenient place. At MetLife, safeguarding your information is our top priority, especially in light of recent social engineering scams targeting customers of financial services companies. Our comprehensive insurance offerings include accident and health, legal, pet, dental, and vision insurance to ensure you are covered no matter where life takes you. We also provide financial protection in the event of unexpected accidents, illnesses, or injuries, as well as assistance for cancer treatments and recovery. Additionally, we offer auto and home insurance through Farmers GroupSelectSM with 24/7 claim service.
McGill & Hill Group
Located in Charlotte, North Carolina, the McGill & Hill Group is a leading institution offering legal services for dentists and specialists. Their team of tax experts provides comprehensive solutions to help clients achieve financial security and success. From webinars on tax strategies to personalized financial planning, the McGill & Hill Group guides professionals in the dental industry every step of the way. With a deep understanding of the dental industry, their experienced team provides the legal expertise needed for practice transitions and business planning. Members can access exclusive resources and advice tailored to dentists and specialists, aimed at boosting profits and managing practices effectively. Whether it's navigating tax changes or planning for retirement, the McGill & Hill Group is dedicated to helping clients reach their business and financial goals.
Retirement Clearinghouse
Retirement Clearinghouse, located at 1916 Ayrsley Town Boulevard in Charlotte, North Carolina, is a leading finance institution specializing in retirement savings portability. Their RCH Portability program has been proven through empirical research to greatly improve participants' financial wellness by reducing 401(k) cashouts and preserving retirement savings. The institution offers services to help individuals navigate their retirement savings options, but does not provide legal, investment, or tax advice. Securities are offered through RCH Securities, LLC, a subsidiary of Retirement Clearinghouse, LLC, and a member of FINRA. For more information, individuals can visit their website or contact them directly.
Oak Hill Small Business Solutions
Oak Hill Small Business Solutions is a family-owned accounting service located at 6505 Oak Hill Road in Mint Hill, North Carolina. For the past 15 years, our experienced team has been dedicated to providing both personal and professional financial and business services to the community and small businesses. Our team members are committed to offering top-notch support and expertise in accounting and finance. Visit us at 6505 Oak Hill Road, Charlotte, North Carolina 28227, United States for all your financial needs.
Eric Getz - State Farm Insurance Agent
Eric Getz - State Farm Insurance Agent is an insurance agency located at 17115 Kenton Drive in Cornelius, North Carolina, United States. This institution offers a variety of coverage options to protect what's important to you, including family, belongings, and finances. From safe driving rewards to bundling options and discounts, Eric Getz can help you create a customized solution. Whether you need auto insurance, homeowners insurance, renters insurance, or business insurance, Eric Getz is here to help. They also offer life insurance policies to help secure your family's future, as well as health insurance options to fit your needs. In addition, State Farm works with Trupanion to provide pet medical insurance for your furry family members.
The Walters Way
The Walters Way, located at 254 Church Street Northeast in Concord, North Carolina, is a finance institution that specializes in Advanced Tax Planning Strategies. With a focus on saving business owners an average of 48% annually on their personal taxes, The Walters Way offers more than 30 strategies tailored to each client's specific situation and goals. By combining strategic tax planning services with sound investment advice, The Walters Way helps individuals, families, and business owners make smarter financial decisions while saving significant time and effort. Clients can expect a fully secured online portal and personal guidance from experienced team members, making the transition to a new advisor as simple and safe as possible. The institution's unique approach and proactive tax planning methods have led to big results for clients, with an average annual tax savings of 48%.
Aprille Shaffer - State Farm Insurance Agent
Aprille Shaffer - State Farm Insurance Agent is a reputable insurance agency located at 8305 University Executive Park Drive in Charlotte, North Carolina. With over 30 years of experience, Aprille and her team of professionals are dedicated to providing personalized insurance solutions for auto, homeowners, renters, life insurance, and more. As a proud graduate of UNC Chapel Hill and a former member of the UNC Women's Basketball Team, Aprille brings a unique perspective and passion for sports to her work. In addition to offering insurance services, Aprille Shaffer - State Farm Insurance Agent is actively involved in the community and supports first responders through acts of kindness. The agency is committed to building trusted relationships with customers, analyzing coverages, recognizing risks, and recommending sound ideas to fill any gaps in coverage.
Merrill Edge
Merrill Edge is a finance institution located at 317 Colonades Way, Cary, North Carolina, United States. At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. Our services include brokerage, investment advisory, financial planning, and more. We strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in our Client Relationship Summary.
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