Banks & Credit Unions in Lee County, FL

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Bank Branches and ATMs in Lee County, FL

Lee County Postal Employees Cu
5 out of 5
Location 2085 Bay St, Fort Myers, FL 33901, USA
Phone (239) 334-8033
Directions
Wells Fargo Bank
4 out of 5
Location 12751 S Cleveland Ave, Fort Myers, FL 33907, USA
Phone (239) 277-5900
Directions
Wells Fargo Bank
3 out of 5
Location 2307 Del Prado Blvd S, Cape Coral, FL 33990, USA
Phone (239) 458-7220
Directions
Bank OZK
3 out of 5
Location 61 Hancock Bridge Pkwy, Cape Coral, FL 33991, USA
Phone (239) 573-5100
Directions
Fifth Third Bank & ATM
2 out of 5
Location 21321 S Tamiami Trail, Estero, FL 33928, USA
Phone (239) 948-5300
Directions
Charlotte State Bank & Trust Loan Office
Location 1222 SE 47th St #115, Cape Coral, FL 33904, USA
Phone (239) 560-0375
Directions
City National Bank - ATM
Location 5781 Lee Blvd, Lehigh Acres, FL 33971, USA
Phone (239) 226-9701
Directions
Regions Bank
3 out of 5
Location 15051 S Tamiami Trail, Fort Myers, FL 33908, USA
Phone (239) 935-6720
Directions
Regions Bank
4 out of 5
Location 5212 Summerlin Commons Blvd, Fort Myers, FL 33907, USA
Phone (239) 935-6630
Directions
CNL Bank Southwest Florida
Location 5220 Summerlin Commons Blvd #100, Fort Myers, FL 33907, USA
Phone (239) 243-9097
Directions
City National Bank - ATM
Location 4065 Hancock Bridge Pkwy, North Fort Myers, FL 33903, USA
Phone (239) 997-0212
Directions
Edison National Bank
4 out of 5
Location 13000 S Cleveland Ave, Fort Myers, FL 33907, USA
Phone (239) 466-1800
Directions
Chase Bank
4 out of 5
Location 9100 College Pkwy, Fort Myers, FL 33919, USA
Phone (239) 437-2242
Directions
Truist
SEC File# 801-107729
CRD# 283390
2 out of 5
Location 15051 N Cleveland Ave, North Fort Myers, FL 33903, USA
Phone (239) 599-6006
Directions
City National Bank - ATM
Location 100 Hancock Bridge Pkwy W, Cape Coral, FL 33991, USA
Phone (239) 458-8900
Directions
ATM (Wells Fargo Bank)
Location 6360 Whiskey Creek Dr, Fort Myers, FL 33919, USA
Directions
City National Bank - ATM
Location 2481 Del Prado Blvd N, Cape Coral, FL 33909, USA
Phone (239) 573-1706
Directions
Banks in Lee County, FL

Where Lee County, FL Banks & Credit Unions Serve

Lee County, Florida is a bustling hub of activity, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beaches of Sanibel Island to the historic Edison and Ford Winter Estates, Lee County has something for everyone. Some of the top employers in the area include Lee Health, Hertz Global Holdings, and Chico's FAS, Inc. These companies provide jobs for thousands of residents and contribute greatly to the local economy. When it comes to transportation, Lee County is well-connected with major highways such as I-75 and US-41 running through the area. Additionally, streets like McGregor Boulevard and Colonial Boulevard are major thoroughfares for local traffic. Neighborhoods in Lee County are diverse and vibrant, ranging from the upscale gated communities of Estero to the eclectic downtown area of Fort Myers. Each neighborhood has its own unique character and charm, making Lee County a truly special place to call home.

Lee County, FL Banking Related Services

Insurance Broker

Residents of Lee County, FL could greatly benefit from the services of an insurance broker. With the area being prone to hurricanes and flooding, having the right insurance coverage is crucial. An insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their needs and budget. Additionally, with Lee County being a retirement destination, many residents may require specialized insurance for healthcare and long-term care. An insurance broker can provide expert advice on these types of policies and ensure that residents are adequately covered in case of any unforeseen events. Overall, an insurance broker can provide peace of mind to residents of Lee County, FL by helping them find the right insurance coverage for their unique circumstances.

Retirement Planning

Residents of Lee County, FL can benefit greatly from the assistance of a retirement planner. With a large retiree population in the area, a retirement planner can help individuals navigate the complex world of retirement planning and ensure that they are on track to meet their financial goals. Specifically, in Lee County, FL, a retirement planner can help residents take advantage of the many tax benefits available to retirees, such as the homestead exemption and the senior property tax exemption. Additionally, a retirement planner can help residents make informed decisions about Social Security benefits, Medicare enrollment, and long-term care planning. With so many options and considerations to take into account, a retirement planner can provide valuable guidance and peace of mind to residents of Lee County, FL.

Wealth Management

Residents of Lee County, FL could benefit greatly from the services of a wealth manager. With its growing population and thriving economy, Lee County presents unique financial challenges and opportunities that require the expertise of a skilled wealth manager. For example, many residents of Lee County are retirees who have accumulated significant wealth over the years and need help managing their assets in a tax-efficient manner. Additionally, the county's real estate market is booming, and a wealth manager can help clients navigate the complexities of buying and selling property. Overall, a wealth manager can provide invaluable guidance and support to Lee County residents as they work to achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Lee County, FL can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning. Lee County has a large population of retirees, and a financial advisor can help individuals navigate the complexities of retirement planning, such as social security benefits, pension plans, and investment strategies. Additionally, with the recent growth in the real estate market in Lee County, a financial advisor can also provide advice on buying and selling property, as well as managing mortgage payments and other expenses. Overall, a financial advisor can be a valuable resource for residents of Lee County looking to secure their financial future.

Mortgage Loan Officer

Residents of Lee County, FL would greatly benefit from the services of a mortgage loan officer. Lee County is a popular destination for retirees and snowbirds, and many residents are looking to purchase a home or refinance an existing mortgage. A mortgage loan officer can assist with navigating the complex process of securing a loan, finding the best interest rates, and ensuring that all necessary documents are in order. Additionally, Lee County has a high rate of vacation homes and investment properties, which require specialized financing options. A mortgage loan officer can provide guidance on these unique situations and help residents make informed decisions about their real estate investments.

Tax Services

Residents of Lee County, FL can benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations in Florida, a tax advisor can help residents navigate the complexities of the tax system and ensure they are taking advantage of all available deductions and credits. For example, Lee County residents who own property may be eligible for various property tax exemptions, such as the Homestead Exemption or the Senior Exemption. A tax advisor can assist in determining eligibility and filing the necessary paperwork. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes may impact their tax liability and provide strategies for minimizing their tax burden. Overall, a tax advisor can provide valuable guidance and support to Lee County residents in achieving their financial goals while staying compliant with tax laws.

Estate Planning Lawyer

Residents of Lee County, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and other documents that ensure their assets are distributed according to their wishes. This is especially important in Lee County, where many residents own property and assets that may be subject to Florida's complex probate laws. Additionally, an estate planning lawyer can help residents minimize estate taxes, protect their assets from creditors, and plan for long-term care and disability. By working with an experienced estate planning lawyer, residents of Lee County can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

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