Banks & Credit Unions in Union County, NC

We did the hard work of finding trustworthy partners in Union County, NC. Fill out the form to get connected.
Scroll to List of Firms

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in Union County, NC

Bank of America (with Drive-thru ATM)
4 out of 5
Location 901 E Roosevelt Blvd, Monroe, NC 28112, USA
Phone (704) 292-2440
Language https://locators.bankofamerica.com/nc/monroe/financial-centers-monroe-8300.html?utm_source=GMBlisting&utm_medium=organic
Directions
American Bank
5 out of 5
Location 312 N Charlotte Ave, Monroe, NC 28112, USA
Phone (704) 220-6922
Language http://www.abc-nc.com/
Directions
First National Bank
2 out of 5
Location 2593 W Roosevelt Blvd, Monroe, NC 28110, USA
Phone (704) 225-8444
Language https://locations.fnb-online.com/nc/monroe/2593-w-roosevelt-blvd
Directions
SouthState Bank
5 out of 5
Location 2742 W Roosevelt Blvd, Monroe, NC 28110, USA
Phone (704) 296-0100
Language https://southstatebank.com/global/location-detail/508/2742-W-Roosevelt-Blvd
Directions
Banks in Union County, NC

Where Union County, NC Banks & Credit Unions Serve

Union County, located in the heart of North Carolina, is a vibrant and diverse community that boasts a rich history and a bright future. From its charming small towns to its bustling cities, Union County is home to a variety of landmarks and attractions that draw visitors from all over the world. Some of the most notable landmarks in Union County include the historic Waxhaw downtown district, the Monroe Courthouse, and the Union County Agricultural Center. These landmarks serve as a testament to the county's rich history and provide a glimpse into the past. Union County is also home to a number of top employers, including the Union County Public Schools, Carolinas Healthcare System, and Walmart. These employers provide jobs and economic stability to the area, making Union County a great place to live, work, and raise a family. When it comes to transportation, Union County is well-connected to the rest of the state and beyond.

Union County, NC Banking Related Services

Insurance Broker

Residents of Union County, NC can benefit greatly from the services of an insurance broker. An insurance broker can help residents find the best insurance policies that fit their needs and budget. With the ever-changing insurance landscape, an insurance broker can provide valuable insights and guidance on the most suitable insurance coverage for residents in Union County, NC. For instance, an insurance broker can help residents in Union County, NC navigate the unique challenges of living in a rural area, such as finding insurance policies that cover damages caused by natural disasters like tornadoes or hurricanes. Additionally, an insurance broker can help residents in Union County, NC find affordable healthcare insurance policies that suit their individual needs and preferences. Overall, an insurance broker can provide valuable support and guidance to residents in Union County, NC to ensure they have the best possible insurance coverage.

Retirement Planning

Residents of Union County, NC can benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This is especially important in Union County, where the population is growing rapidly and the cost of living is increasing. A retirement planner can help residents navigate the complex financial landscape and make informed decisions about their retirement savings, investments, and income streams. They can also provide guidance on how to minimize taxes and maximize Social Security benefits, which can be crucial for those living on a fixed income. Overall, a retirement planner can help residents of Union County feel more confident and secure about their financial future.

Wealth Management

Residents of Union County, NC could benefit from a wealth manager in a variety of ways. One of the most common ways would be through investment management and financial planning. A wealth manager could help residents of Union County, NC to create a personalized investment strategy that aligns with their goals and risk tolerance. Additionally, a wealth manager could provide guidance on retirement planning, tax strategies, and estate planning. With Union County's growing population and increasing demand for financial services, a wealth manager could help residents navigate the complex financial landscape and achieve their long-term financial goals.

Financial Advisor

Residents of Union County, NC can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized budget and financial plan tailored to the unique needs of each individual or family. With the cost of living in Union County being higher than the national average, it's important for residents to have a solid understanding of their finances and a plan in place to achieve their financial goals. Additionally, a financial advisor can assist with retirement planning, investment strategies, and debt management, all of which can have a significant impact on the financial well-being of Union County residents. By working with a financial advisor, residents can feel confident in their financial decisions and have peace of mind knowing that they are on the path to financial stability.

Mortgage Loan Officer

Residents of Union County, NC can benefit from the expertise of a mortgage loan officer in various ways. For starters, Union County is one of the fastest-growing counties in North Carolina, and with that comes a demand for affordable housing. A mortgage loan officer can help residents navigate the home buying process, from pre-approval to closing, and provide guidance on available loan programs that suit their financial needs. Additionally, Union County is home to several rural areas, and a mortgage loan officer can assist residents in accessing rural housing loans, which offer low-interest rates and flexible terms. With the help of a mortgage loan officer, residents of Union County can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Union County, NC can greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. This is especially important in Union County, where there are many small businesses and farms that may be eligible for specific tax breaks. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring that they are in compliance and avoiding any potential penalties or fines. With the help of a tax advisor, residents of Union County can feel confident that they are maximizing their tax savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Union County, NC 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 will that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Union County, NC, where many residents own property and have significant assets. Additionally, an estate planning lawyer can help residents establish trusts to protect their assets and minimize tax liabilities. Furthermore, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are essential in ensuring that an individual's medical and financial decisions are made according to their wishes if they become incapacitated. Overall, an estate planning lawyer can provide Union County, NC residents with peace of mind by helping them plan for the future and protect their assets.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Union County, NC is home to a plethora of popular banking services that cater to the diverse financial needs of its residents. From traditional brick-and-mortar banks to online banking platforms, Union County has it all. One specific aspect of banking in Union County that sets it apart from other counties is the emphasis on community banking. Many of the banks in the area have deep roots in the community and offer personalized services that cater to the unique needs of each customer. This level of personalization is not commonly found in larger banking institutions and is a testament to the tight-knit community that exists in Union County. Additionally, many banks in the area offer innovative digital tools that allow customers to manage their finances on-the-go, making banking more convenient than ever before. Overall, Union County's banking services are a reflection of the county's commitment to providing its residents with top-notch financial services that meet their ever-changing needs.

Union County, NC is undoubtedly the best place to avail banking services due to its sophisticated and technologically advanced banking infrastructure. With the presence of numerous financial institutions, Union County boasts a competitive banking industry that caters to the diverse needs of its residents. Additionally, the county's robust economy, which is driven by industries such as healthcare, education, and retail, has made it a prime location for financial institutions to set up shop. Furthermore, Union County's banking services are characterized by their complexity and efficiency, with banks offering a wide range of products and services, including online banking, mobile banking, and investment services. The county's financial institutions are also known for their outstanding customer service, with staff who are knowledgeable, friendly, and always ready to assist clients with their banking needs. Overall, Union County's banking services are top-notch, making it a premier destination for anyone in need of financial services.