Banks & Credit Unions in Union County, NC

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Bank Branches and ATMs in Union County, NC

First National Bank
2 out of 5
Location 2593 W Roosevelt Blvd, Monroe, NC 28110, USA
Phone (704) 225-8444
American Bank
5 out of 5
Location 312 N Charlotte Ave, Monroe, NC 28112, USA
Phone (704) 220-6922
SouthState Bank
5 out of 5
Location 2742 W Roosevelt Blvd, Monroe, NC 28110, USA
Phone (704) 296-0100
Bank of America (with Drive-thru ATM)
4 out of 5
Location 901 E Roosevelt Blvd, Monroe, NC 28112, USA
Phone (704) 292-2440
Banks in Union County, NC

Where Union County, NC Banks & Credit Unions Serve

Union County is located in north-central North Carolina. The county seat is Monroe. Major highways and streets include Interstate 85 and U.S. Highway 74. Some of the county's landmarks include the Monroe Steam Plant, the Wingate University campus, and the Rankin Lake Park recreational area. The county's top employers include Piedmont Health Services, Walmart, and Lowe's. Some of the county's neighborhoods include East Union, Waxhaw, and Weddington.

Union County, NC Banking Related Services

Estate Planning Lawyer

Estate planning lawyers in Union County, NC can help residents create wills and trusts which will help to ensure that their assets are distributed according to their wishes after they die. In addition, estate planning attorneys can also help residents set up powers of attorney and healthcare directives which will allow them to make decisions regarding their medical care if they are unable to do so themselves.

Insurance Broker

Union County, NC residents rely on insurance brokers to help them find the best coverage for their needs. Insurance brokers are knowledgeable about the different types of insurance policies available, and they can help residents choose the policy that is best suited for their needs. Brokers can also help residents file claims and navigate the complex paperwork associated with insurance policies. If you are a resident of Union County, NC, be sure to contact an insurance broker today to get started on finding the right coverage for you and your family.

Retirement Planning

Union County, NC residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Here are three reasons why: 1. Advisors have the expertise and knowledge to help you create a realistic plan that takes into account your unique situation and goals. 2. They can help you stay on track with your plan, making adjustments as needed along the way. 3. Advisors can provide valuable insight and guidance when it comes to investment options, helping you make sound decisions that will maximize your retirement savings.

Wealth Management

Union County, NC residents are fortunate to have access to wealth management services. Wealth management can help residents make the most of their money by providing guidance on saving, investing, and estate planning. Wealth managers can also help residents reduce taxes and protect their assets. Union County residents who are interested in learning more about wealth management should contact a local wealth manager for more information.

Financial Advisor

Union County, NC is a great place to live, with plenty of opportunities for its residents. However, many people in the area are not taking advantage of these opportunities because they do not have the financial resources to do so. This is where financial advisors can help.Financial advisors can help Union County residents by providing them with advice on how to save money and invest it wisely. They can also help residents get out of debt and plan for their retirement. In short, financial advisors can help Union County residents achieve their financial goals and improve their quality of life.

Mortgage Loan Officer

Mortgage loan officers in Union County, NC can help residents by providing them with the best financial advice for their unique situation. By working with a mortgage loan officer, a resident can get pre-approved for a mortgage and learn about all of the different options that are available to them. A mortgage loan officer can also help residents stay on top of their finances by providing them with regular updates about their mortgage.

Tax Services

Union County, NC residents can benefit from the help of tax accountants when filing their taxes. Tax accountants are experienced in helping people file their taxes and claim all the deductions and credits to which they are entitled. They can also help taxpayers avoid common mistakes that can lead to penalties from the IRS. In addition, tax accountants can provide valuable advice on how to save money on taxes year-round.


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