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      Financial Services in Lake Norman of Catawba, NC

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      1. Colonial Group Metals LLC

      Colonial Group Metals LLC
      833-390-5875Call Now
      Financial ServicesGold, Silver & Platinum Buyers & DealersInvestments

      Serving the Lake Norman of Catawba 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…

      2. Dale K. Cline, CPA, PLLC

      Dale K. Cline, CPA, PLLC
      828-322-2407Call NowVisit Website
      Directions
      5.0
      5.0
      Financial ServicesAccounting ServicesTaxes-Consultants & Representatives

      1333 2nd St. N.E. Suite 101, Hickory, NC 28601

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

      "Great people who truly care about their clients."

      YP
      49 Years
      in Business
      Amenities:
      Wheelchair accessible

      3. Family Guidance Center

      Family Guidance Center
      828-322-1400Call NowVisit Website
      Directions
      Financial ServicesCommunity OrganizationsCounseling Services

      17 US Highway 70 SW, Hickory, NC 28602

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

      From Business: Founded in 1958 The Family Guidance Center is a multi-service agency providing individual and family counseling, credit counseling and domestic violence services and shelter to…

      YP
      67 Years
      in Business

      4. Davidson Holland Whitesell & Co PLLC

      Davidson Holland Whitesell & Co PLLC
      828-979-0293Call NowVisit Website
      Directions
      Financial ServicesAccounting ServicesAccountants-Certified Public

      209 13th Avenue Pl NW, Hickory, NC 28601

      OPEN 24 HOURS

      From Business: Business is about more than just the numbers. The people, clients and communities we serve are of the utmost importance to us. We are driven by our desire to provide meaningful…

      5. American Bail Bonds

      American Bail Bonds
      704-872-1711Call NowVisit Website
      Directions
      Financial ServicesSurety & Fidelity BondsBail Bonds

      220 E Water St., Statesville, NC 28677

      OPEN 24 HOURS

      From Business: American Bail Bonds is centrally located in Iredell County. We pride ourselves with being the oldest and most reliable bonding company in Statesville. Started in 1987 by David…

      YP
      38 Years
      in Business

      6. Sencer Appraisal Associates-Equipment Appraisers

      Sencer Appraisal Associates-Equipment Appraisers
      888-568-0805Call NowVisit Website
      Financial ServicesAppraisers-Business, Commercial & IndustrialIndustrial Consultants

      Serving the Lake Norman of Catawba Area

      From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

      YP
      70 Years
      in Business

      7. Rosenfeld & Company PC - Joanne G Rosenfeld CPA

      Rosenfeld & Company PC - Joanne G Rosenfeld CPA
      704-873-0542Call NowVisit Website
      Directions
      Financial ServicesPayroll ServiceAccounting Services

      207 Walnut St, Statesville, NC 28677

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

      From Business: When you outsource your accounting work to us, its like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on whats…

      10. Edward Jones - Financial Advisor: Tim Bryson

      Edward Jones - Financial Advisor: Tim Bryson
      828-459-9933Call NowVisit Website
      Directions
      Financial ServicesInvestmentsMutual Funds

      3332 E Main St, Claremont, NC 28610

      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

      11. Crown Merchants

      Crown Merchants
      828-459-9991Call NowVisit Website
      Directions
      Financial ServicesCredit Card CompaniesCheck Recovery & Verification

      2960 N. Oxford St., Claremont, NC 28610

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

      From Business: At Crown Merchants, we provide merchant account services to our clients in North Carolina and throughout the US. From credit card processing and supplies to check verification…

      12. AgSouth Farm Credit

      AgSouth Farm Credit
      828-464-4342Call NowVisit Website
      Directions
      Financial ServicesLoansBanks

      1109 Conover Blvd E, Conover, NC 28613

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

      From Business: AgSouth Farm Credit is an agriculture financing cooperative. AgSouth provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home…

      13. Thrivent Financial for Lutherans

      Thrivent Financial for Lutherans
      828-459-0076Call NowVisit Website
      Directions
      Financial ServicesInsurance

      3238 W Main St, Claremont, NC 28610

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

      14. Rmc Financial Services

      Rmc Financial Services
      864-422-8011Call Now
      Financial ServicesFinancial Planning ConsultantsLoans

      2367 US Highway 70 SE # B, Hickory NC, 28602, Hickory, NC 28602

      OPEN NOW:9:00 am - 6:00 pm
      Amenities:
      Wheelchair accessible

      15. Wells Fargo Advisors

      Wells Fargo Advisors
      828-464-1151Call NowVisit Website
      Financial ServicesFinancial PlannersInvestments

      Newton, NC 28658

      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…

      16. The Closing Company

      The Closing Company
      828-449-8330Call Now
      Financial ServicesEscrow ServiceMortgages

      Serving the Lake Norman of Catawba Area

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

      17. Charter Financial Group

      Charter Financial Group
      828-322-1813Call Now
      Financial ServicesFinancial Planning ConsultantsFinancing Consultants

      Serving the Lake Norman of Catawba Area

      OPEN NOW:9:00 am - 5:00 pm
      YP
      18 Years
      in Business

      18. Scates & Sellers, CPA, PA

      Scates & Sellers, CPA, PA
      704-735-8786Call NowVisit Website
      Directions
      Financial ServicesAccounting ServicesTax Return Preparation

      2817 E Highway 27, Lincolnton, NC 28092

      From Business: Scates & Sellers, CPA, PA - Accounting and Payroll, Corporate and Individual, Tax Preparation Services, Small Business Services, Bookkeeping and Estates.

      YP
      43 Years
      in Business

      19. State Employees’ Credit Union

      State Employees’ Credit Union
      704-663-0305Call NowVisit Website
      Directions
      Financial ServicesBanksCredit Unions

      111 Brawley School Rd, Mooresville, NC 28117

      OPEN 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

      20. Cornerstone Wealth

      Cornerstone Wealth
      704-987-3410Call NowVisit Website
      Directions
      Financial ServicesFinancial Planning ConsultantsInvestment Advisory Service

      16810 Kenton Dr, Huntersville, NC 28078

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

      From Business: Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and…

      Amenities:
      Wheelchair accessible

      22. Edward Jones - Financial Advisor: Patrick A Nielsen

      Edward Jones - Financial Advisor: Patrick A Nielsen
      704-662-9454Call NowVisit Website
      Directions
      Financial ServicesInvestmentsStock & 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

      23. Truist

      Truist
      704-664-2067Call NowVisit Website
      Directions
      Financial ServicesBanksLoans

      232 Williamson Rd, Mooresville, NC 28117

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

      From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…

      24. First Horizon Bank

      First Horizon Bank
      704-660-8400Call NowVisit Website
      Directions
      Financial ServicesBanksATM Locations

      210 Knob Hill Rd, Mooresville, NC 28117

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

      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

      25. Edward Jones - Financial Advisor: Jamie E Dugo

      Edward Jones - Financial Advisor: Jamie E Dugo
      704-663-5382Call Now
      Directions
      Financial ServicesInvestmentsFinancial Planners

      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

      26. First Horizon Bank

      First Horizon Bank
      704-439-1500Call NowVisit Website
      Directions
      Financial ServicesBanksATM Locations

      8231 Magnolia Estates Dr, Cornelius, NC 28031

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

      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

      27. Edward Jones - Financial Advisor: Elwood B Phillips

      Edward Jones - Financial Advisor: Elwood B Phillips
      704-660-6182Call NowVisit Website
      Directions
      Financial ServicesInvestmentsFinancial 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

      28. Edward Jones - Financial Advisor: Joshua Gross

      Edward Jones - Financial Advisor: Joshua Gross
      704-948-0422Call Now
      Directions
      Financial ServicesInvestmentsMutual Funds

      16610 Old Statesville Rd Ste A, Huntersville, NC 28078

      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. Howard Financial

      Howard Financial
      704-664-6772Call NowVisit Website
      Directions
      Financial ServicesInvestment Advisory ServiceFinancial Planning Consultants

      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…

      30. Durant Wealth Management Advisory Services

      Durant Wealth Management Advisory Services
      704-664-6772Call NowVisit Website
      Directions
      Financial ServicesInvestment ManagementInvestments

      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…

      We found 196 results for Financial Services in or near Lake Norman of Catawba, NC.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 11 of these businesses have an A/A+ BBB rating. 3 of the rated businesses have 4+ star ratings.


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