Financial Services in Cornelius, NC

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1. First Horizon Bank

First Horizon Bank

8231 Magnolia Estates Dr, Cornelius, NC 28031

CLOSED NOW:Closed

From Business: Big bank reach. Small bank roots. A powerful network of banking centers, ATMs and online tools. With local decision makers big banks often overlook. When the best of big meets…

YP
161 Years
in Business

2. Edward Jones - Financial Advisor: Sean M Travis, CFP®

Edward Jones - Financial Advisor: Sean M Travis, CFP®

21328 Catawba Ave, Cornelius, NC 28031

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

3. State Employees’ Credit Union

State Employees’ Credit Union

19901 Holiday Ln, Cornelius, NC 28031

CLOSED NOW:8:30 am - 5:30 pm

From Business: A not-for-profit financial cooperative owned by its members, SECU has been providing employees of the State of North Carolina and their families with consumer financial…

YP
88 Years
in Business

4. Chase Bank

Chase Bank

19501 Jetton Rd, Cornelius, NC 28031

CLOSED NOW:Closed

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

5. Dash Home Loans

Dash Home Loans

19109 W Catawba Ave Ste 200, Cornelius, NC 28031

CLOSED NOW:Closed

From Business: We empower you to create a home and build wealth through real estate. Dash Home Loans was created to help more people throughout the Southeast get access to home financing with…

6. Edward Jones - Financial Advisor: LaTeesha M McCullough, CFP®

Edward Jones - Financial Advisor: LaTeesha M McCullough, CFP®

17824 Statesville Rd Ste 112, Cornelius, NC 28031

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

7. Edward Jones - Financial Advisor: David G Hahl, CFP®

Edward Jones - Financial Advisor: David G Hahl, CFP®

18805 W Catawba Ave Ste 206, Cornelius, NC 28031

CLOSED NOW:Closed

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

8. State Employees’ Credit Union

State Employees’ Credit Union

111 Brawley School Rd, Mooresville, NC 28117

CLOSED NOW:8:30 am - 5:30 pm

From Business: A not-for-profit financial cooperative owned by its members, SECU has been providing employees of the State of North Carolina and their families with consumer financial…

YP
88 Years
in Business

9. Vin Marcello | SouthState Mortgage

Vin Marcello | SouthState Mortgage

649 Brawley School Rd, Mooresville, NC 28117

From Business: Vin Marcello's entrepreneurial spirit and passion for numbers led him into the mortgage industry over 26 years ago. After gaining valuable experience in sales leadership and…

10. Edward Jones - Financial Advisor: Patrick A Nielsen

Edward Jones - Financial Advisor: Patrick A Nielsen

151 Welton Way, Mooresville, NC 28117

CLOSED NOW:Closed

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

11. First Horizon Bank

First Horizon Bank

210 Knob Hill Rd, Mooresville, NC 28117

CLOSED NOW:Closed

From Business: Big bank reach. Small bank roots. A powerful network of banking centers, ATMs and online tools. With local decision makers big banks often overlook. When the best of big meets…

YP
161 Years
in Business

12. Edward Jones - Financial Advisor: Rosa Gonzalez

Edward Jones - Financial Advisor: Rosa Gonzalez

11020 David Taylor Dr Ste 116, Charlotte, NC 28262

CLOSED NOW:8:00 am - 7:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

13. Edward Jones - Financial Advisor: Ben Johnson, CFP®

Edward Jones - Financial Advisor: Ben Johnson, CFP®

130 Harbour Place Dr Ste 130, Davidson, NC 28036

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

14. Edward Jones - Financial Advisor: Shelden Flowers, CEPA®|AAMS®|CRPS™

Edward Jones - Financial Advisor: Shelden Flowers, CEPA®|AAMS®|CRPS™

106 Langtree Village Dr Ste 102, Mooresville, NC 28117

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

15. Fidelity Investments

Fidelity Investments

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078

CLOSED NOW:Closed

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

16. Edward Jones - Financial Advisor: Patrick Schaffer

Edward Jones - Financial Advisor: Patrick Schaffer

8600 Sam Furr Rd Ste 180, Huntersville, NC 28078

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

17. Scott Robinson - Financial Advisor, Ameriprise Financial Services

Scott Robinson - Financial Advisor, Ameriprise Financial Services

7930 W Kenton Cir Ste 210, Huntersville, NC 28078

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Alex Bishop - Private Wealth Advisor, Ameriprise Financial Services

Alex Bishop - Private Wealth Advisor, Ameriprise Financial Services

7930 W Kenton Cir Ste 210, Huntersville, NC 28078

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Amber Robinson - Financial Advisor, Ameriprise Financial Services

Amber Robinson - Financial Advisor, Ameriprise Financial Services

7930 W Kenton Cir Ste 210, Huntersville, NC 28078

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Raymond James Financial Services Inc

Raymond James Financial Services Inc

16315 Northcross Dr, Huntersville, NC 28078

CLOSED NOW:9:00 am - 5:00 pm

From Business: We offer unbiased advice and quality investment alternatives to our clients. We offer asset management for retirement rollovers, stocks, bonds, mutual funds, annuities and…

21. NavStar Financial Services

NavStar Financial Services

268 Queens Cove Rd., Mooresville, NC 28117

CLOSED NOW:Closed

From Business: NavStar Financial Services, an independent firm in Mooresville, NC, is a professional, service-oriented local business. Their services include long-term care planning, tax-free…

22. Edward Jones - Financial Advisor: Christian W Burns, CFP®|AWMA®

Edward Jones - Financial Advisor: Christian W Burns, CFP®|AWMA®

16610 Old Statesville Rd Ste A, Huntersville, NC 28078

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

23. State Employees’ Credit Union

State Employees’ Credit Union

10411 Arahova Dr, Huntersville, NC 28078

CLOSED NOW:Closed

From Business: A not-for-profit financial cooperative owned by its members, SECU has been providing employees of the State of North Carolina and their families with consumer financial…

YP
88 Years
in Business
Amenities:
Wheelchair accessible

24. Truliant Federal Credit Union Huntersville

Truliant Federal Credit Union Huntersville

9706 Gilead Rd, Huntersville, NC 28078

CLOSED NOW:Closed

From Business: Truliant is a trusted financial institution that provides various credit union services to communities. Committed to providing exceptional financial products and services,…

YP
73 Years
in Business

25. Mortgages by Scott

Mortgages by Scott

121 Rolling Hill Rd, Mooresville, NC 28117

CLOSED NOW:Closed

From Business: Mortgages by Scott is setting a new standard in the industry by offering concierge-level mortgage service in the Lake Norman and greater Charlotte area. My tagline is "Because…

26. Truliant Federal Credit Union Charlotte

Truliant Federal Credit Union Charlotte

3024B Prosperity Church Rd, Charlotte, NC 28269

From Business: Truliant is a trusted financial institution that provides various credit union services to communities. Committed to providing exceptional financial products and services,…

YP
73 Years
in Business

27. State Employees’ Credit Union

State Employees’ Credit Union

10120 Couloak Dr, Charlotte, NC 28216

CLOSED NOW:8:30 am - 5:30 pm

From Business: A not-for-profit financial cooperative owned by its members, SECU has been providing employees of the State of North Carolina and their families with consumer financial…

YP
88 Years
in Business

28. Lapis Financial Strategies

Lapis Financial Strategies

20212 Zion Ave, Cornelius, NC 28031

CLOSED NOW:9:00 am - 4:00 pm

From Business: Lapis Financial Strategies, Inc, an independent financial services company, located on Lake Norman, Cornelius, NC. We are licensed to do business in NC and SC. Our mission is…

29. Carolinas Telco Federal Credit Union

Carolinas Telco Federal Credit Union

20221 W Catawba Ave, Cornelius, NC 28031

CLOSED NOW:Closed

From Business: Discover the financial advantages of banking with Carolinas Telco Federal Credit Union in Cornelius, NC. Our dedicated team is committed to providing personalized service and…

YP
91 Years
in Business

30. Carolinas Energy Associates

Carolinas Energy Associates

19701 Bethel Church Rd 103, Cornelius, NC 28031

From Business: "Our expert consultant team provides you with detail testing and guidance related to EMF hazards in/around your home, office buildings and industrial plant facilities across…

We found 281 results for Financial Services in or near Cornelius, NC.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 5 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Prosperity Church Road, Downtown Mooresville, and Mineral Springs. These businesses offer their services in one-or-more of the following languages: and Spanish.