Home > Mooresville Nc > Financial Services And Advisors
A

Accuwealth Inc

503 Walnut St Davidson

(704) 892-8400

Phone: (704) 892-8400


A

American Bail Bonds

220 E Water St Statesville

(704) 872-1711

Phone: (704) 872-1711

Open Hours

Regular Hours
Mon - Sun:


Other Areas Served: Bail Bonds, Financial Services, Surety & Fidelity Bonds

B

BB&T

183 Wagner St Troutman

(704) 528-6663

Phone: (704) 528-6663

Open Hours

Regular Hours
MonClosed
Tue - Thu:
Fri:
Sat - SunClosed


Website: www.bbt.com

Years in Business: 147 Years In Business

Associations: Equal Housing Lender,Member Fdic

Payment Method: Master Card, Visa, Debit

Other Areas Served: Banks, ATM Locations, Commercial & Savings Banks, Financing Services, Loans, Mortgages

E

Edward Jones

(888) 891-1491

Phone: (888) 891-1491


Website: www.edwardjones.com

Brands: Edward Jones

Other Areas Served: Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Bart Carmichael

8430 Rea Rd Ste 130 Charlotte

(704) 541-4154

Phone: (704) 541-4154

Open Hours

Regular Hours
Mon - Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Neighborhoods Served: Piper Glen Estates

Brands: Charlotte Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Jim Hayes

202 Church St Clover

(803) 222-6894

Phone: (803) 222-6894


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Payment Method: Company Card, Master Card, Visa

Brands: Clover Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Ken Hoffman

130 S Village Ln Ste C Davidson

(704) 896-7911

Phone: (704) 896-7911


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Payment Method: Master Card, Visa

Brands: Davidson Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

F

Fallon Financial Group

19425 Liverpool Pkwy Ste E Cornelius

(704) 237-3578

Phone: (704) 237-3578


Website: www.metlife.com

Years in Business: 151 Years In Business

Other Areas Served: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Services, Insurance, Life Insurance

G

Greentree Financial Services

19720 Jetton Rd Ste 300 Cornelius

(704) 892-6487

Phone: (704) 892-6487


Website: www.gtfinancial.com

Years in Business: 20 Years In Business

Payment Method: All Major Credit Cards, Debit, Check, Cash

Other Areas Served: Financial Planning Consultants, Bookkeeping, Financial Planners, Financial Services, Taxes-Consultants & Representatives

L

Lyon Services Corp

118 Morlake Dr Ste 202c Mooresville

(704) 660-0995

Phone: (704) 660-0995


Website: lyonfinancial.net

Years in Business: 41 Years In Business

Other Areas Served: Financial Planning Consultants, Financing Consultants, Retirement Planning Services

M

Merrill Lynch Wealth Management

368 W Plaza Dr Mooresville

(704) 386-0848

Phone: (704) 386-0848


Website: www.wealthmanagement.ml.com

Other Areas Served: Financial Planners, Financial Planning Consultants, Investment Management

M

Morgan Stanley Wealth Management

16810 Kenton Dr Huntersville

(704) 896-2280

Phone: (704) 896-2280


Website: www2.morganstanley.com

Other Areas Served: Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Stock & Bond Brokers, Stock & Bond Transfer Agents

R

Regional Finance Corporation of Kannapolis

3379 Cloverleaf Parkway Kannapolis

(704) 784-3005

Phone: (704) 784-3005

Open Hours

Regular Hours
Mon - Fri:
Sat - SunClosed


Website: branches.regionalfinance.com

Years in Business: 4 Years In Business

Neighborhoods Served: Old Earnhardt

Payment Method: Cash Only

Other Areas Served: Financial Services, Loans

S

SouthTrust Mortgage

19631 W Catawba Ave Cornelius

(704) 987-4710

Phone: (704) 987-4710


Website: wachovia.com

Payment Method: All Major Credit Cards

Other Areas Served: Mortgages, Commercial & Savings Banks, Financing Services, Loans, Real Estate Loans

S

Southeast Insurance Agency

264 W Plaza Dr Mooresville

(704) 663-3424

Phone: (704) 663-3424

Open Hours

Regular Hours
Mon - Fri:


Website: www.seinsurance.net

Years in Business: 12 Years In Business

Payment Method: Amex

Brands: American Express, Farmers Insurance, St. Paul Fire & Marine

Other Areas Served: Insurance, Auto Insurance, Financing Services, Homeowners Insurance, Insurance Consultants & Analysts

S

Spectrum Financial Systems Inc

163 Mckenzie Rd Mooresville

(704) 663-4466

Phone: (704) 663-4466

Open Hours

Regular Hours
Mon - Fri:


Website: www.convergint.com

Years in Business: 32 Years In Business

Other Areas Served: Financial Planning Consultants, Financial Services

W

Webtax

3651 Central Ave Charlotte

(704) 586-9420

Phone: (704) 586-9420

Open Hours

Regular Hours
Mon - Fri:


Years in Business: 60 Years In Business

BBB Rating: A+Bbb Rating And Accreditation Information May Be Delayed Up To A Week.Bbb Accredited Businesses Follow The Bbb Code Of Business Practices And Pay A Fee For Accreditation Review And Monitoring. Accreditation Is Not A Bbb Endorsement Or Evaluation Of The Business’ Product Quality Or Competency In Performing Services.Bbb Rating And Accreditation Information May Be Delayed Up To A Week.

Neighborhoods Served: Country Club Heights

Payment Method: Cash, Amex, Debit, Discover, Master Card, Visa

Other Areas Served: Tax Return Preparation, Accounting Services, Colleges & Universities, Educational Services, Financial Services, Schools, Taxes-Consultants & Representatives