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      Investments in Lake Norman, NC

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      2. Durant Wealth Management Advisory Services

      Durant Wealth Management Advisory Services
      704-664-6772Call NowVisit Website
      Directions
      InvestmentsInvestment ManagementFinancial Services

      103 Linden Falls Ct, Mooresville, NC 28117

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

      From Business: Durant Wealthmanagement Advisory Services, LLC is a full-service financial consulting firm dedicated to helping our clients build wealth and to lessen overall risk of their…

      3. Colonial Group Metals LLC

      Colonial Group Metals LLC
      833-390-5856Call Now
      InvestmentsGold, Silver & Platinum Buyers & DealersFinancial Services

      Serving the Lake Norman Area

      OPEN NOW:9:00 am - 8:00 pm

      From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

      4. Annuity General

      Annuity General
      800-335-1854Call Now
      InvestmentsFinancial PlannersAnnuities & Retirement Insurance Plans

      Serving the Lake Norman Area

      OPEN 24 HOURS

      From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

      5. Edward Jones - Financial Advisor: Patrick A Nielsen

      Edward Jones - Financial Advisor: Patrick A Nielsen
      704-662-9454Call NowVisit Website
      Directions
      InvestmentsInvestment SecuritiesStock & Bond Transfer Agents

      151 Welton Way, Mooresville, NC 28117

      OPEN NOW:8:00 am - 5:00 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

      6. Edward Jones - Financial Advisor: Robert L Weimer II

      Edward Jones - Financial Advisor: Robert L Weimer II
      704-230-1029Call NowVisit Website
      Directions
      InvestmentsInvestment SecuritiesFinancial Services

      491 Williamson Rd Ste 206, 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…

      7. Carson Wealth

      Carson Wealth
      704-508-4949Call NowVisit Website
      Directions
      InvestmentsFinancial Planning ConsultantsInvestment Advisory Service

      104 Welton Way, Mooresville, NC 28117

      OPEN NOW:8:00 am - 5:00 pm

      From Business: True Wealth is all the things money cant buy and death cant take away. Our financial advisors want to learn what True Wealth means to you. Our financial advisors are focused on…

      8. Accredo Advisors, LLC

      Accredo Advisors, LLC
      980-225-1660Call Now
      InvestmentsFinancial ServicesInvestment Advisory Service

      Serving the Lake Norman Area

      OPEN 24 HOURS

      From Business: We offer clients an unbiased, common-sense approach to investing, and the best client service available.

      10. Retirement Income Advisers

      Retirement Income Advisers
      704-664-7160Call NowVisit Website
      Directions
      Investments

      126 Summerbrook Ln, Mooresville, NC 28117

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

      11. Carson Wealth

      Carson Wealth
      704-508-4949Call NowVisit Website
      Directions
      InvestmentsInvestment Advisory Service

      630 Williamson Rd, Mooresville, NC 28117

      OPEN NOW:8:00 am - 4:30 pm

      16. Wells Fargo Advisors

      Wells Fargo Advisors
      704-343-4500Call NowVisit Website
      InvestmentsFinancial PlannersFinancial Services

      Charlotte, NC 28207

      From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

      17. Fifth Third Bank & ATM

      Fifth Third Bank & ATM
      704-664-4499Call NowVisit Website
      Directions
      InvestmentsBanksLoans

      141 Williamson Rd, Mooresville, NC 28117

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

      From Business: Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio. The Company had $144 billion in assets and operated 1,191 full-service…

      18. Livingston Financial

      Livingston Financial
      704-658-9190Call NowVisit Website
      Directions
      InvestmentsInvestment Advisory ServiceBanks

      736 Brawley School Rd Ste H, Mooresville, NC 28117

      CLOSED NOW:9:30 am - 4:00 pm

      From Business: Livingston Financial is a financial services company located in Mooresville, NC. They offer a variety of services, including: * Investments * Bonds * Common stock * Educational…

      19. Phillips, Elwood

      Phillips, Elwood
      704-230-1029Call NowVisit Website
      Directions
      Investment SecuritiesInvestment Advisory Service

      491 Williamson Rd, Mooresville, NC 28117

      OPEN NOW:8:30 am - 4:00 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…

      20. HollyDay Coins

      HollyDay Coins
      704-719-6866Call Now
      InvestmentsConsignment ServiceGold, Silver & Platinum Buyers & Dealers

      Charlotte, NC 28229

      OPEN 24 HOURS

      From Business: We sale American Rare coins and Bullion. We offer, free appraisals and grading, consignment service, investment opportunities, want list service, and we are always buying…

      21. Wise, Jonathan David

      Wise, Jonathan David
      800-297-2012Call NowVisit Website
      InvestmentsInvestment Advisory Service

      Charlotte, NC 28202

      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…

      22. USAA

      USAA
      888-301-6355Call Now
      InvestmentsInsuranceLife Insurance

      Serving the Lake Norman Area

      OPEN NOW:9:00 am - 9:00 pm

      From Business: We proudly serve military members and their families. Since 1922, we have stood by our members. We've provided years of guidance and assistance from helping establish financial…

      25. Fidelity Bank

      Fidelity Bank
      704-799-3302Call Now
      Directions
      InvestmentsBanksCommercial & Savings Banks

      186 Williamson Rd, Mooresville, NC 28117

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

      26. Skyline Investments

      Skyline Investments
      704-582-3022Call Now
      InvestmentsReal Estate Investing

      9414 B Swallow Tail Lane, Charlotte, NC 28217

      28. Edward Jones - Financial Advisor: Jamie E Dugo

      Edward Jones - Financial Advisor: Jamie E Dugo
      704-663-5382Call Now
      Directions
      InvestmentsInvestment SecuritiesFinancial Services

      109 Professional Park Dr Ste 100, Mooresville, NC 28117

      OPEN NOW:8:00 am - 5:00 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

      29. Edward Jones - Financial Advisor: Austin T Portelance

      Edward Jones - Financial Advisor: Austin T Portelance
      704-664-1918Call Now
      Directions
      InvestmentsInvestment SecuritiesFinancial Services

      125 E Plaza Dr Ste 106, Mooresville, NC 28115

      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

      30. Edward Jones - Financial Advisor: Elwood B Phillips

      Edward Jones - Financial Advisor: Elwood B Phillips
      704-660-6182Call Now
      Directions
      InvestmentsInvestment SecuritiesFinancial Planners

      1355 Shearers Rd, Mooresville, NC 28115

      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

      We found 134 results for Investments in or near Lake Norman, NC.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investment Securities. 1 of the rated businesses has 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Downtown Mooresville, Morrison Plantation, and Plantation Ridge. These businesses offer their services in one-or-more of the following languages: and Spanish.