Investment banking in Belmont, North Carolina

Woodforest National Bank is a trusted financial institution located at 701 Hawley Avenue in Belmont, North Carolina. As a full-service bank, Woodforest National Bank offers a wide range of banking services, including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, customers can easily access their funds and manage their finances. Woodforest National Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.

Located at 13510 Ballantyne Corporate Place in Charlotte, North Carolina, Merrill Lynch Financial Advisor Timothy Heilferty is a finance institution with a focus on personalized wealth management. With over 30 years of experience in the industry, Tim Heilferty and his team are dedicated to building strong client relationships based on trust and personalized service. As a graduate of Belmont Abbey College, Tim brings a wealth of knowledge and expertise to help clients achieve their financial goals. Timothy Heilferty is registered with FINRA and holds a NC Life Insurance License. With a focus on understanding each client's unique needs and priorities, the team at Merrill Lynch Wealth Management works to create personalized financial plans that help clients pursue their goals while managing investment risk. From retirement planning to wealth transfer, the institution offers a range of services designed to address the evolving needs of clients.