Financial Service in Davie, North Carolina

10 found · ← All categories in Davie

Updated October 31, 2026

Edward Jones - Financial Advisor: Laurie Laucks

Financial Service

Mocksville, NC

Edward Jones - Financial Advisor: Laurie Laucks holds the CEPA® certification and focuses on business retirement plans, entrepreneurs, estate strategies, and military professionals.

  • Business owners planning retirement or an eventual business exit
  • Entrepreneurs seeking financial planning
  • Clients addressing estate and legacy strategies

Western Union

Financial Service

Advance, NC

Western Union sends money to 200+ countries and territories, with transfers delivered in minutes and access to 600,000 agent locations worldwide.

  • International money transfers
  • Recipients needing bank-account or wallet delivery
  • Senders needing in-person agent locations

Transfers delivered in minutes

Allegacy Federal Credit Union

Financial Service

Mocksville, NC

Allegacy Federal Credit Union offers SmartRate Checking up to 3.00% APY and 15/15 adjustable-rate mortgages for North Carolina members.

  • Everyday checking with qualifying monthly activities
  • Homebuyers seeking a 15-year fixed introductory period before one mortgage-rate adjustment
  • Homeowners seeking a home equity line of credit

Brandon Schneider - Deliberate Wealth

Financial Service

Advance, NC

Brandon Schneider - Deliberate Wealth provides ongoing financial planning and investment management for households with $500,000 or more in investable assets.

  • high-income professionals managing complex benefits, careers, and family finances
  • clients transitioning from saving to spending in retirement
  • households seeking coordinated financial planning, investment management, and tax reduction

Other categories in Davie

Financial Service in nearby counties

FAQ

How much does financial planning cost?

Deliberate Wealth charges an annual flat fee billed quarterly, with a stated preference for households holding at least $500,000 in investable assets. Exact pricing for the other listed providers is not provided.

What should a business owner look for in a financial advisor?

Look for experience with business retirement plans, exit planning, estate strategies, and a relevant credential. Laurie Laucks holds the CEPA® Certified Exit Planning Advisor® certification.

How quickly can an international money transfer arrive?

Western Union states that transfers can be delivered in minutes, though timing depends on the destination and delivery method.

Are these providers suitable for emergency financial needs?

The supplied listings do not state emergency response times. Western Union is intended for money transfers, while the advisory and credit-union services are generally routine planning, banking, lending, or investment services.