TOP 10 Lending services for individuals in Charlotte, NC
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QC Lending, LLC
● OpenQC Lending, LLC is a finance institution located at 301 South McDowell Street in Charlotte, North Carolina, United States. Specializing in providing easy, hassle-free digital mortgages, QC Lending is committed to serving customers with honesty, integrity, and competence. With over 120 years of experience, QC Lending offers some of the lowest interest rates and closing costs in the industry. Unlike big banks, QC Lending works with over 20 lenders to find the best rates and programs for each individual client. From refinancing to purchasing a dream home, QC Lending is dedicated to helping clients navigate the loan process with personalized, one-on-one service. The institution is committed to accessibility for all individuals, with a strong belief in providing equal access to financial services for people with disabilities. Contact QC Lending today for all your mortgage needs.
301 S McDowell St #205, 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 -
Cardinal Financial Company, Limited Partnership
● OpenCardinal Financial Company, Limited Partnership is a finance institution located at 3701 Arco Corporate Drive in Charlotte, North Carolina, United States. With a focus on providing a wide range of financial services, including lending, investment management, and financial planning, Cardinal Financial Company is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of service and expertise. Whether you are looking to secure a loan, grow your investments, or plan for the future, Cardinal Financial Company is committed to helping you succeed financially.
3701 Arco Corporate Dr #200, Charlotte, NC 28273, United States -
Southern First Bank
● OpenSouthern First Bank is a trusted financial institution located at 4064 Colony Road in Charlotte, North Carolina. As a full-service bank, we offer a wide range of banking and financial services to help our customers achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized assistance and tailored solutions to meet the unique needs of each individual or business. Whether you are looking for personal banking services, wealth management, or commercial lending options, Southern First Bank is here to help you every step of the way. Visit us today and experience the difference of banking with Southern First Bank.
4064 Colony Rd #100, Charlotte, NC 28211, 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 James Wolf
● OpenFinancial Advisor James Wolf, located at 6000 Fairview Road in Charlotte, North Carolina, is dedicated to providing exemplary client service in the finance industry. James Wolf has been in the financial services industry since 2007 and joined Merrill in 2013. With a Bachelor of Science in Finance and Marketing from the University of South Carolina, James is a senior member of The Anderson Wolf Godsey Group, boasting over 90 years of combined experience. Specializing in high-net-worth individuals, families, and businesses, James focuses on developing personalized strategies to help clients achieve their financial goals. His comprehensive approach addresses all aspects of a client's financial life, including investments, tax minimization, retirement assets, and lending services. James works closely with a team of professionals to provide tailored solutions that simplify and clarify clients' financial lives. Recognized by Forbes for his outstanding service, James is committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, James and his team are dedicated to helping clients address their financial goals at every stage of life. Through the Merrill Personal Wealth Analysis™ process, clients can build and document a personalized financial plan centered on their goals and aspirations. With a focus on communication and education, James believes in engaging families in the financial decision-making process to ensure a secure financial future for generations to come. Whether clients are focused on growing, preserving, or transferring wealth, James and his team are dedicated to providing transparency, guidance, and support to help clients achieve their financial objectives.
6000 Fairview Rd, Charlotte, NC 28210, United States
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