Personalized wealth management in Statesville, North Carolina

Merrill Lynch Wealth Management, located at 212 South Center Street in Statesville, North Carolina, is a finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your specific goals and needs, utilizing the resources of Merrill Lynch Wealth Management and Bank of America. Our advisors are dedicated to client satisfaction and work closely with you to understand your current financial situation and long-term objectives. We offer retirement income planning, guidance on investments, estate planning services, and more. Additionally, our branch actively engages in charitable activities to support local communities and organizations.

Capital Management Group is a leading finance institution located at 113 North Center Street in Statesville, North Carolina. Our team of experienced professionals specializes in providing comprehensive financial management and investment services to individuals, families, and businesses. With a focus on personalized strategies and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Capital Management Group can help you navigate the complexities of the financial world.

Spark Asset Management Group is a leading finance institution located at 413 North Center Street in Statesville, North Carolina. Our team of experienced professionals provides expert financial advice and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, our dedicated team is here to support you every step of the way. Trust Spark Asset Management Group to provide personalized solutions tailored to your unique financial needs.

ACE Cash Express is a financial institution located at 151 East Broad Street in Statesville, North Carolina. Specializing in accounting and finance services, ACE Cash Express also offers convenient ATM access for customers. Whether you need to manage your finances, withdraw cash, or seek financial advice, ACE Cash Express is here to help meet your financial needs.

Carolina Specialty Care is a top-notch healthcare institution located at 293 Old Mocksville Road in Statesville, North Carolina. Our team of experienced doctors and healthcare professionals are dedicated to providing high-quality medical care to the residents of Iredell County and the surrounding areas. One of our valued team members is Amy, a nurse practitioner with a wealth of experience in interventional pain management. With a background in intensive care nursing, Amy is skilled in managing musculoskeletal and pain care services for patients in Iredell County and the Charlotte-metro regions.

The Law Offices of Robert H. Gourley, Jr., P.A. is a reputable finance and legal institution located at 249 East Broad Street in Statesville, North Carolina, United States. Led by experienced lawyer Robert H. Gourley, Jr., the firm provides expert legal services in various areas of law including finance, business law, estate planning, and more. With a dedication to providing personalized and professional representation, clients can trust the Law Offices of Robert H. Gourley, Jr., P.A. for all their legal needs.

H&R Block is a renowned accounting and finance institution located at 102 Statesville Road in Huntersville, North Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consultation. Whether you are an individual or a business looking for expert financial advice, H&R Block is dedicated to helping you achieve your financial goals. Visit our office today to learn more about how we can assist you with your accounting and finance needs.

Creekside Finance Inc is a reputable financial institution located at 1414 Wilkesboro Highway in Statesville, North Carolina, United States. Specializing in a wide range of financial services, Creekside Finance Inc offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to help clients make informed decisions about their finances. Whether you're looking to invest, save, or borrow, Creekside Finance Inc is dedicated to helping you succeed.

Coggins Financial Services is a reputable finance institution located at 2110 Statesville Boulevard in Salisbury, North Carolina, United States. With a commitment to providing top-notch financial services to individuals and businesses, Coggins Financial Services offers a wide range of financial solutions including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Coggins Financial Services today and start planning for a brighter tomorrow.

Bill Neely, CLTC, LUTCF is a finance and insurance agency located at 1310 Davie Avenue in Statesville, North Carolina, United States. They understand that life can throw unexpected challenges your way, but you don't have to face them alone. It is crucial to have a financial professional who can assess your needs, analyze the current economic landscape, and recommend a strategy to protect your family's wealth and dreams for the future. On their website, they offer informative videos and calculators to help you understand and manage your finances. They believe that money is personal and emotional, but it doesn't have to be intimidating. By understanding the connection between your day-to-day finances and emotions, you can take control of your financial situation.

Edward Jones - Financial Advisor: Brian J Sohovich, CFP® is a trusted finance institution located at 140 North Center Street in Statesville, North Carolina, United States. Brian J Sohovich, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment strategies, and retirement planning solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Brian J Sohovich and his team at Edward Jones are dedicated to helping you secure a stable financial future.

Edward Jones - Financial Advisor: James Shoobridge is a reputable finance institution located at 1837 East Broad Street in Statesville, North Carolina, United States. With a focus on providing personalized financial planning and investment services, James Shoobridge and his team are dedicated to helping clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Edward Jones is committed to providing expert advice and guidance every step of the way. Contact James Shoobridge today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: Kelsey O Sowers is a finance institution located at 140 North Center Street in Statesville, North Carolina. As a trusted financial advisor, Kelsey O Sowers offers personalized investment advice and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored solutions, Edward Jones - Financial Advisor: Kelsey O Sowers is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones is a renowned finance institution located at 140 North Center Street in Statesville, North Carolina, United States. With a commitment to providing personalized financial services, Edward Jones offers a wide range of investment options and financial planning solutions to help individuals achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Edward Jones has the expertise and resources to guide you every step of the way. Visit us today and let us help you secure your financial future.

Hamilton & Associates is a reputable accounting and finance institution located at 210 East Water Street in Statesville, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Hamilton & Associates for their expertise and commitment to helping individuals and businesses achieve their financial goals.

Last Travis CPA is a reputable accounting and finance institution located at 256 East Broad Street in Statesville, North Carolina, United States. With a team of experienced and knowledgeable certified public accountants, Last Travis CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Last Travis CPA to provide professional and reliable financial advice to help them achieve their goals.

Payne & Bowman Financial Consultants is a reputable finance institution located at 2117 Simonton Road in Statesville, North Carolina, United States. Our team of experienced financial consultants provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to guide you every step of the way. Trust Payne & Bowman Financial Consultants to provide you with top-notch financial services and support.

Mendaloff & Associates is a reputable law firm located at 130 North Tradd Street in Statesville, North Carolina. Specializing in various areas of law, their team of experienced lawyers provides expert legal advice and representation to clients in the United States. With a commitment to excellence and a track record of success, Mendaloff & Associates is dedicated to serving the needs of their clients and achieving the best possible outcomes for their cases.

Universal Finance is a finance institution located at 1736 Wilkesboro Highway in Statesville, North Carolina, United States. At Universal Finance, we prioritize your financial goals and offer personalized loan options to help you achieve your dreams. Whether you're looking to start a business, buy a home, or consolidate debt, we are here to support you every step of the way. Welcome to Universal Finance, where your financial success is our top priority.

Barnard John CPA is a reputable accounting and finance institution located at 140 North Center Street in Statesville, North Carolina, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Barnard John CPA for reliable and accurate financial advice to help them achieve their goals.

Western & Southern Life Insurance Company, located at 1732 Wilkesboro Highway in Statesville, North Carolina, is a trusted insurance agency offering a variety of products to help with your financial needs. Whether you are planning for your personal or business future, our team can provide personalized guidance and solutions tailored to your specific goals. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your finances at every stage of life. At Western & Southern Life, we are committed to providing high-quality products and services to meet all your family’s life insurance and financial needs. Our comprehensive rewards package and world-class training opportunities demonstrate our dedication to your personal success. Plus, as a member of Western & Southern Financial Group, we have the strength and stability to support you every step of the way.

Blueharbor Bank is a trusted financial institution located at 108 Tradd Street in Statesville, North Carolina. As a full-service bank, we offer a wide range of financial products and services to help our customers achieve their financial goals. Our dedicated team of professionals is committed to providing personalized and attentive service to each and every client. Whether you're looking for a checking account, a loan, or investment advice, Blueharbor Bank is here to help you navigate the world of finance with confidence. Visit us today to experience the difference of banking with Blueharbor.

First Horizon Bank is a trusted financial institution located at 1829 East Broad Street in Statesville, North Carolina. As a full-service bank, we offer a wide range of financial products and services to meet your banking needs. Our convenient ATM services make it easy for you to access your funds anytime, anywhere. Whether you're looking to open a checking account, apply for a loan, or simply manage your finances, our friendly staff is here to help. Visit us today to experience the commitment to excellence that sets First Horizon Bank apart.

First Citizens Bank is a trusted financial institution located at 204 East Broad Street in Statesville, North Carolina. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a commitment to providing exceptional customer service and innovative banking solutions, First Citizens Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with First Citizens.

Allied Financial Services is a leading finance institution located at 1624 East Broad Street in Statesville, North Carolina, United States. With a commitment to providing top-notch financial services, Allied Financial Services offers a wide range of financial solutions to individuals and businesses. Whether you need assistance with loans, investments, or financial planning, the experienced professionals at Allied Financial Services are dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your financial needs.

Angela Wokatsch Trent PC is a reputable accounting and finance institution located at 121 South Elm Street in Statesville, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Angela Wokatsch Trent PC is dedicated to helping their clients achieve their financial goals. Visit them today to see how they can assist you with your accounting and finance needs.

Laura M. Mikeworth CPA, PA is a reputable accounting and finance institution located at 18449 Old Statesville Road in Cornelius, North Carolina. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and more. Whether you are an individual or a business owner, Laura M. Mikeworth CPA, PA is dedicated to helping you achieve your financial goals with personalized and reliable service. Trustworthy and efficient, they are committed to delivering top-notch financial solutions to clients in the United States.

The Denny Law Firm, PLLC is a reputable legal institution located at 17824 Statesville Road in Cornelius, North Carolina. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, The Denny Law Firm, PLLC is committed to representing your best interests and achieving favorable outcomes. With a strong presence in the legal community, they are known for their professionalism, integrity, and dedication to their clients. Contact The Denny Law Firm, PLLC today for expert legal representation in North Carolina.

OPUS Financial Advisors is a reputable finance institution located at 126 East Water Street in Statesville, North Carolina, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, OPUS Financial Advisors is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Nic Gilliam is a Financial Advisor at Ameriprise Financial Services, LLC, located at 642 Signal Hill Drive Extension in Statesville, North Carolina, United States. Nic Gilliam holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Nic Gilliam's expertise in asset management, estate planning, retirement planning, investment management, and more. For individuals seeking comprehensive financial planning services in Statesville, Nic Gilliam is a trusted and knowledgeable advisor.