Banks & Credit Unions in Charlotte County, FL

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Bank Branches and ATMs in Charlotte County, FL

Charlotte State Bank & Trust

4 out of 5

Location 1100 Tamiami Trail, Port Charlotte, FL 33953, USA
Phone (941) 624-5400
Charlotte State Bank & Trust

5 out of 5

Location 3002 Tamiami Trail, Port Charlotte, FL 33952, USA
Phone (941) 235-4444
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About Charlotte County, FL

Charlotte County is a county located in the U.S. state of Florida. The county seat is Punta Gorda. As of the 2010 census, the population was 159,255. The county was created in 1887 and named for Charlotte Sophia de Bourbon, queen consort of Spain. Major highways in Charlotte County include I-75 and US 41. Some of the major neighborhoods in Charlotte County include Punta Gorda Isles, Rotonda Sands, Burnt Store Marina, and Harbour Heights. The top employers in Charlotte County include Publix Supermarkets, Inc., Charlotte Harbor Healthcare System, Walmart Stores, Inc., and Lowe's Home Improvement Warehouse stores.

Where Charlotte County, FL Banks & Credit Unions Serve

Charlotte County, FL Banking Related Services

Estate Planning Lawyer

Estate planning lawyers in Charlotte County, FL can help residents create wills and estate plans. Wills and estate plans can help residents ensure their property is distributed according to their wishes after they die. They can also help residents protect their assets from creditors and taxes.

Insurance Broker

If you live in Charlotte County, Florida and are looking for insurance, you may want to consider working with a local insurance broker. Brokers can help residents compare rates from different providers, find the best coverage for their needs, and file claims quickly and easily if something happens. They can also help residents understand their policies and recommend changes or additions based on their needs.

Retirement Planning

Financial advisors can help Charlotte County, FL residents with retirement planning in a number of ways. First, they can help people to understand what they need to save in order to have a comfortable retirement. Second, they can help people to invest their money wisely so that it will grow over time. And third, they can provide guidance on how to use Social Security and other government benefits to make the most of retirees' income.

Wealth Management

Charlotte County, FL residents who are looking for a more secure financial future can benefit from wealth management services. Wealth management can help you save money, make money, and protect your assets. Here are just a few of the ways that wealth management can help you: -Asset allocation: A good wealth manager will help you to invest your money in a way that maximizes your chances of earning a return while minimizing your risk. -Tax planning: One of the main benefits of wealth management is that it can help you to reduce your tax liability. -Investment advice: A wealth manager can advise you on which investments are best suited to your needs and goals. -Estate planning: Estate planning is an important part of wealth management and it can help to ensure that your heirs receive as much of your estate as possible.

Financial Advisor

Financial advisors can help Charlotte County, FL residents save money and plan for the future.Many people in Charlotte County, FL struggle to make ends meet from month to month. This can be especially difficult if you have a family to support. A financial advisor can help you save money and plan for the future. They can show you how to set aside money each month so that you will have enough saved up to cover your expenses in retirement. They can also help you find ways to reduce your monthly expenses so that you have more money to spend on what matters most to you. If you are looking for financial security, contact a financial advisor today.

Mortgage Loan Officer

Mortgage loan officers can help Charlotte County, FL residents by providing them with the best mortgage products and services available. They can also help residents understand the mortgage process, and they can provide guidance to residents who are looking for a new home or refinancing their current mortgage. In addition, mortgage loan officers can help residents find the best interest rates and terms for their needs.

Tax Services

Residents of Charlotte County, FL can benefit from the services of tax accountants. These professionals can help taxpayers understand and meet their tax obligations, file returns on time, and claim all available deductions and credits. In addition, tax accountants can help business owners manage their businesses more effectively and efficiently.


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