Banks & Credit Unions in Davidson, NC

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Bank Branches and ATMs in Davidson, NC

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
3 out of 5
Location 130 Harbour Pl Dr Suite 200, Davidson, NC 28036, USA
Phone (704) 655-0066
Bank of America ATM
2 out of 5
Location 215 S Main St, Davidson, NC 28036, USA
Phone (844) 401-8500
LaWanda Banks at Guaranteed Rate (NMLS #1572685)
Location 432 S Main St Suite 100, Davidson, NC 28036, USA
Phone (704) 644-8412
Banks in Davidson, NC

Where Davidson, NC Banks & Credit Unions Serve

Davidson, North Carolina is a town in the Charlotte metropolitan area. The main landmarks in Davidson are the Village Green, the Davidson College campus, and the restored train depot. Top employers in Davidson include Duke Energy and Novant Health. Major highways and streets in Davidson include I-77 and Highway 73. The neighborhoods in Davidson include the historic district, the college district, and the commercial district.

Davidson, NC Banking Related Services

Estate Planning Lawyer

Estate planning lawyers help Davidson, NC residents create a will and estate plan. This allows you to designate who will receive your property and assets after your death. It can also help reduce the amount of taxes that must be paid on your estate. An estate planning lawyer can also help you set up trusts, which can provide financial security for your loved ones in the event that something happens to you.

Insurance Broker

Davidson, NC residents can get help with their insurance needs from brokers. Brokers can help residents find the best policies for their needs and budget. They can also help residents file claims and navigate the insurance system. Residents of Davidson should consider using a broker to help them with their insurance needs.

Retirement Planning

Davidson, NC residents have a number of financial advisors to choose from when it comes to retirement planning. However, not all advisors are created equal. Some may be more suited for those who want to manage their own investments, while others may be better suited for those who want more hand-holding. It's important to find the right advisor for you, someone you feel comfortable working with and who can help you make the most of your retirement savings.

Wealth Management

Davidson, NC residents can benefit from wealth management services in order to protect their assets and ensure that they are making the most of their money. A wealth manager can help you plan for your financial future and make sure that you are taking advantage of all the options available to you. They can also provide guidance on how to reduce your taxes and save for retirement. Contact a wealth management firm today to find out how they can help you reach your financial goals.

Financial Advisor

Davidson, NC residents can benefit greatly from the help of a financial advisor. Financial advisors can provide guidance on a variety of money matters, including budgeting, saving for retirement, and investing. In addition, financial advisors can help people stay organized and plan for big life changes, such as buying a home or retiring.

Mortgage Loan Officer

Mortgage loan officers in Davidson, NC can help residents with a number of services, including finding the best mortgage rates and helping to secure financing. They can also provide guidance on home buying and refinancing, as well as foreclosure prevention. In addition, these professionals can offer advice on debt consolidation and credit counseling.

Tax Services

Davidson, NC residents can benefit from the help of a tax accountant. A good tax accountant will help you understand all the deductions and credits to which you are entitled, and make sure that you claim them on your return. They can also help you plan for the future, by advising you on what strategies will minimize your taxes in the years to come.


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