Banks & Credit Unions in Matthews, NC

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Bank Branches and ATMs in Matthews, NC

First Citizens Bank
3 out of 5
Location 1300 Matthews Township Pkwy, Matthews, NC 28105, USA
Phone (704) 338-4355
Directions
Wells Fargo Bank
2 out of 5
Location 1401 Matthews-Mint Hill Rd, Matthews, NC 28105, USA
Phone (704) 849-2118
Directions
ATM (Wells Fargo Bank)
5 out of 5
Location 15030 Idlewild Rd, Matthews, NC 28104, USA
Phone (704) 849-2118
Directions
Wells Fargo Bank
3 out of 5
Location 1607 Sardis Rd N, Charlotte, NC 28270, USA
Phone (704) 383-5834
Directions
Cardtronics ATM
Location 11210 Brigman Rd, Matthews, NC 28105, USA
Phone (800) 786-9666
Directions
Truist
SEC File# 801-107729
CRD# 283390
1 out of 5
Location 1935 Galleria Blvd, Charlotte, NC 28270, USA
Phone (980) 262-6048
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
First National Bank ATM
Location 4335 Matthews-Mint Hill Rd, Matthews, NC 28105, USA
Phone (800) 555-5455
Directions
Banks in Matthews, NC

Where Matthews, NC Banks & Credit Unions Serve

Matthews, NC is a bustling town filled with a plethora of landmarks that can leave one in awe. The town is home to the famous Matthews Heritage Museum, a historic site that showcases the town's rich history. If you're a nature lover, you'll be thrilled to know that Squirrel Lake Park is a perfect spot to enjoy nature walks and picnics with loved ones. Matthews is also a hub for top employers such as Novant Health, Harris Teeter, and Family Dollar. The town is conveniently located near major highways such as I-485 and US-74, making it easy to commute to neighboring cities. The streets of Matthews are lined with charming shops and restaurants that are perfect for a night out. The town has several neighborhoods, including Matthews Plantation, Greygate, and Providence Hills, each with its unique charm and character. Whether you're a resident or just visiting, Matthews, NC, is a town that will leave you captivated with its beauty and charm.

Matthews, NC Banking Related Services

Insurance Broker

Residents of Matthews, NC can greatly benefit from the services of an insurance broker. With the town's growing population and diverse demographics, an insurance broker can help residents navigate the complex world of insurance and find the best coverage for their unique needs. For example, with Matthews being located in a flood-prone area, an insurance broker can assist residents in finding flood insurance policies that provide adequate protection for their homes and belongings. Additionally, an insurance broker can help small business owners in Matthews find affordable and comprehensive commercial insurance policies to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to the residents of Matthews, NC in securing the insurance coverage they need for peace of mind and financial security.

Retirement Planning

Residents of Matthews, NC could benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner could help is by creating a personalized retirement plan that takes into account the unique needs of Matthews residents. For example, many residents of Matthews are retirees or nearing retirement age, and may be concerned about how to make their savings last throughout their retirement. A retirement planner can help them create a plan that takes into account their current assets, projected expenses, and any potential risks to their retirement income. Additionally, a retirement planner can help residents of Matthews navigate the complex world of retirement benefits, including Social Security, Medicare, and pensions, and ensure that they are receiving all the benefits they are entitled to. Overall, a retirement planner can be an invaluable resource for residents of Matthews, helping them to achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Matthews, NC could benefit greatly from the expertise of a wealth manager. With its growing population and thriving economy, Matthews is home to many individuals and families who need guidance on how to manage their finances and investments. A wealth manager can provide personalized advice on everything from retirement planning to tax optimization, helping residents make informed decisions about their financial future. For example, with its proximity to Charlotte and the surrounding area, Matthews residents may have unique opportunities to invest in real estate or other local businesses. A skilled wealth manager can help them navigate these opportunities and make smart choices that align with their goals and values. Overall, a wealth manager can provide a valuable service to residents of Matthews, helping them build and preserve wealth for themselves and their families.

Financial Advisor

Residents of Matthews, NC can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help residents of Matthews is by creating a personalized financial plan that takes into account their unique situation and goals. This could include advice on budgeting, saving for retirement, investing in the stock market, and managing debt. Specifically, with the growing population in Matthews, a financial advisor can assist new residents with navigating the local housing market, which has seen significant growth in recent years. A financial advisor can also provide guidance on estate planning, insurance, and tax strategies, helping residents to make informed decisions that will improve their financial well-being and provide peace of mind for the future.

Mortgage Loan Officer

Residents of Matthews, NC can benefit greatly from the expertise of a mortgage loan officer. One of the most common ways they can be helped is by securing a loan that allows them to purchase a home in this charming town. Matthews is known for its small-town feel, friendly community, and excellent schools. A mortgage loan officer can guide residents through the process of finding the right loan for their unique financial situation, as well as provide valuable advice on the local real estate market. With the help of a knowledgeable loan officer, residents can make informed decisions and feel confident in their ability to achieve their dream of homeownership in Matthews.

Tax Services

Residents of Matthews, NC can benefit greatly from the expertise of a tax advisor. With a population of over 32,000 people, there are a variety of tax-related issues that residents may face. For example, Matthews is home to many small businesses, and a tax advisor can help these business owners navigate the complex tax laws and regulations. Additionally, many residents in Matthews are homeowners, and a tax advisor can assist them with deductions related to mortgage interest and property taxes. With the ever-changing tax laws, it can be difficult for individuals to keep up with the latest changes, but a tax advisor can ensure that residents are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable assistance to residents of Matthews, NC in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Matthews, NC can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Matthews is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Matthews, which has a rapidly growing population and a thriving business community. An estate planning lawyer can also help residents of Matthews navigate the complex legal and tax issues that can arise when transferring assets to heirs or beneficiaries. With the help of an estate planning lawyer, residents of Matthews can have peace of mind knowing that their legacy is protected and their loved ones are taken care of.

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