Investment Management in Alexis, NC

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1. Edward Jones - Financial Advisor: Steve Perkins

Edward Jones - Financial Advisor: Steve Perkins

505 S Highway 27, Stanley, NC 28164

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…

2. Flagstar Bank

Flagstar Bank

442 S Highway 27, Stanley, NC 28164

OPEN NOW:6:00 am - 10:00 pm

4. Edward Jones - Financial Advisor: Leslie D Wilson

Edward Jones - Financial Advisor: Leslie D Wilson

148 W Trade St, Dallas, NC 28034

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…

5. Edward Jones - Financial Advisor: Steve Perkins

Edward Jones - Financial Advisor: Steve Perkins

360 W Main Ave, Gastonia, NC 28052

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: Michael Roman

Edward Jones - Financial Advisor: Michael Roman

360 W Main Ave, Gastonia, NC 28052

CLOSED NOW:8:30 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

7. Edward Jones - Financial Advisor: Brent Reynolds

Edward Jones - Financial Advisor: Brent Reynolds

115 E Main St, Lincolnton, NC 28092

CLOSED 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

9. R.J. Schrift Private Asset Management

R.J. Schrift Private Asset Management

27 E Catawba St, Belmont, NC 28012

From Business: R.J. Schrift Private Asset Management is a trusted financial services firm located in Belmont, North Carolina. Specializing in retirement planning, business exit planning,…

10. Two Waters Wealth Management

Two Waters Wealth Management

9820 Northcross Center Ct, Huntersville, NC 28078

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

From Business: If you're like many people who come to see us, you likely have some concerns about what happens after you cash that last paycheck. Our planning process, The Two Waters Way, has…

YP
10 Years
in Business

11. Durant Wealth Management Advisory Services

Durant Wealth Management Advisory Services

103 Linden Falls Ct, Mooresville, NC 28117

CLOSED 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…

20. Edward Jones - Financial Advisor: Alex Price

Edward Jones - Financial Advisor: Alex Price

106 Kenwood St, Belmont, NC 28012

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

21. Edward Jones - Financial Advisor: LaTeesha M Stewart

Edward Jones - Financial Advisor: LaTeesha M Stewart

9739 Northlake Centre Pkwy Ste H, Charlotte, NC 28216

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

22. Conner Financial Group

Conner Financial Group

3302 S. New Hope Road, Ste 100D, Gastonia, NC 28056

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

From Business: Wealth Management Services

YP
23 Years
in Business

23. 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…

24. 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…

25. Bishop Financial Partners - Ameriprise Financial Services

Bishop Financial Partners - Ameriprise Financial Services

7930 W Kenton Cir Ste 210, Huntersville, NC 28078

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

From Business: At Bishop Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

26. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

8015 W Kenton Cir, Huntersville, NC 28078

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Huntersville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

27. Fidelity Investments

Fidelity Investments

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078

CLOSED NOW:8:30 am - 5:00 pm

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

28. S&P Capital

S&P Capital

11330 Vanstory Dr Ste 105, Huntersville, NC 28078

From Business: Focusing on privately-held companies, S&P Capital offers investment banking services for mergers and acquisitions. We take pride in our ability to deliver highly sophisticated…

YP
19 Years
in Business

29. 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…

30. SRPC Insurance Agency

SRPC Insurance Agency

20462 Chartwell Center Dr Ste D, Cornelius, NC 28031

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

From Business: Independent insurance agency for property and casualty Inc.RANCE.

We found 61 results for Investment Management in or near Alexis, NC.They also appear in other related business categories including Financial Planners, Financial Planning Consultants, and Investment Advisory Service. 5 of these businesses have an A/A+ BBB rating.


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