New York Life Insurance

Financial Service

Charlotte, NC

New York Life Insurance is the largest mutual insurer in the U.S., operating for over 178 years and offering a range of life insurance products.

  • individuals looking for personalized financial guidance
  • people needing long-term financial protection

Financial Independence Group

Financial Service

Cornelius, NC

Financial Independence Group has over 40 years of experience serving independent financial professionals with marketing solutions and back office support.

  • independent financial professionals seeking marketing and back office support
  • financial professionals looking for networking opportunities

Commercial Defeasance

Financial Service

Charlotte, NC

They offer quick estimates on defeasance and leverage 25 years of capital markets expertise.

  • debt optimization for fixed & floating rate loans

quick estimates in only a few minutes

Forest Capital Corp.

Financial Service

Charlotte, NC

They provide personalized investment management with over 30 years of experience among their key personnel.

  • wealth accumulation
  • risk management
  • income generation

Edward Jones

Financial Service

Charlotte, NC

They provide specialized financial advisory services for entrepreneurs and business owners and are accepting new clients.

  • financial planning for entrepreneurs
  • wealth strategy development
  • retirement savings strategies

Living Large TV

Financial Service

Charlotte, NC

Living Large TV offers free written financial plans and has a CEO with over 30 years of experience in finance.

  • pre-retirees looking for retirement planning
  • clients seeking investment management
  • individuals needing estate and tax planning assistance

Carey Kaufman at Northpointe Bank - NMLS #788820

Financial Service

Charlotte, NC

Carey Kaufman at Northpointe Bank offers the TrueApproval program, providing a fully underwritten mortgage pre-approval that sellers trust.

  • first-time homebuyers
  • homebuyers needing flexible financing options
  • those looking for customizable mortgage solutions

CASH NERD

Financial Service

Charlotte, NC

They provide a comprehensive approach to financial services, helping clients secure business loans and build credit effectively.

  • New businesses seeking funding
  • Small businesses needing credit repair
  • Individuals looking for personal loans

Get funded today!

Nora Mankaryos - LPL Financial Advisor - SmartVestor Pro

Financial Service

Charlotte, NC

Nora Mankaryos has over 30 years of financial services experience and provides tailored retirement and financial planning services in Charlotte.

  • retirement planning
  • financial wellness for businesses
  • individuals seeking tailored investment strategies

Canopy

Financial Service

Charlotte, NC

Philpott Ball & Werner

Financial Service

Charlotte, NC

Philpott Ball & Werner has over 30 years of experience in investment banking, specializing in Aerospace & Defense sectors.

  • business owners seeking company sales
  • companies looking for mergers and acquisitions
  • clients needing capital raises in Aerospace & Defense

J&G Legacy Financial Group, LLC

Financial Service

Charlotte, NC

J&G Legacy Financial Group specializes in holistic financial planning and is dedicated to helping first-generation wealth builders thrive.

  • multigenerational families
  • mature professionals
  • retirees

Daniel G. Maday, Equitable Advisors LLC

Financial Service

Charlotte, NC

They offer personalized financial strategies and are affiliated with Equitable Advisors LLC, providing comprehensive wealth management services.

  • personalized financial planning
  • holistic wealth management strategies

Cardinal Financial - Barry Pack - NMLS 2311665

Financial Service

Charlotte, NC

Cardinal Financial offers VA loans for eligible veterans and a unique Attainable Housing program for middle-income families.

  • first-time home buyers
  • veterans looking for loans
  • homeowners seeking refinancing options

Real approvals, real numbers, and certainty at every step.

Peter Senick, Equitable Advisors

Financial Service

Charlotte, NC

Peter Senick, Equitable Advisors focuses on personalized financial strategy development through a structured three-step process.

  • retirement planning for individuals
  • wealth management for small business owners
  • financial strategy for working professionals

David Wilburn

Financial Service

Charlotte, NC

David Wilburn leads a team with nearly a decade of experience in holistic financial planning tailored to diverse client needs.

  • individuals seeking comprehensive financial advice
  • families needing retirement and estate planning
  • business owners looking for succession planning

Financial Service in nearby counties

FAQ

How do I choose the right financial service in Mecklenburg?

Each listing includes an AI-distilled profile drawn from the business's own website — 'Best for', specialties, and what they offer — so you can match a business to your specific situation.

Are the financial service shown here paid listings?

No. Every financial service we've indexed in Mecklenburg is shown, ordered by data confidence — not advertising spend.

How current is the info for financial service in Mecklenburg?

The 'Updated' date at the top of each page shows when this area was last refreshed. Profiles are generated from each business's website and fill in over time.

Can I compare several financial service side by side?

Yes — tap 'Add to compare' on any listing card. A compare bar will appear at the bottom of the page once you've added two or more businesses.