Charlotte North Carolina Financial & Investment Services Guide

Financial Institutions

Carolina Cooperative Credit Union

6502 McMahan Drive
Charlotte, NC 28226
(704)543-8901

Karen Woods Insurance Agcy Inc

7701 Sharon Lakes Rd
Charlotte, NC 27203
(704)556-1266

Investment Services

First Horizon Corporate Financial Services

401 N. Tryon Street 10th Floor
Charlotte, NC 28072
(704)998-5480

Financial Services

Wachovia - Private Financial Advisors

1065 Providence Road
Charlotte, NC 28207
(704)333-8907

Moore Lewis J Associates

3623 Latrobe Drive
Charlotte, NC 28532
(704)365-8620

First Charter - Financial Center Locations- Charlotte

4400 Randolph Road
Charlotte, NC 28211
(704)366-6262

Tienda Hspana Salvadorena Regalo de Dios

2525 The Plz
Charlotte, NC 28205
(704)374-0552

Banc Of America Investment Services- Inc

6200 Fairview Rd
Charlotte, NC 28210
(704)386-6300

Tienda Mexicali

10403 Park Road Suite F1
Charlotte, NC 28210
(704)544-8898

First Charter - Financial Centers- Mint Hill Location

7609 Matthews Mint Hill R
Charlotte, NC 28227
(704)545-7199

First Charter - Charlotte Locations- Financial Center

10400 Mallard Creek Road
Charlotte, NC 28262
(704)547-9616

Tienda Salvadorena Los Hernandez

6021 The Plz
Charlotte, NC 28215
(704)566-4845

First Charter - Financial Center Locations- Charlotte

5601 Reddman Road
Charlotte, NC 28212
(704)568-7144

First Charter - Charlotte Bank Locations- Financial Centers- Charlotte

5330 Sunset Road
Charlotte, NC 28269
(704)598-2540

The Scottish Bank - Southpark Office

4519 Sharon Road
Charlotte, NC 28211
(704)926-4060

The Scottish Bank - Commercial Lending Office

4521 Sharon Road
Charlotte, NC 28211
(704)926-5420

First Horizon Corporate Financial Services

401 N. Tryon Street 10th Floor
Charlotte, NC 28516
(704)998-5480

Accounting- Auditing- & Bookkeeping Services

Spectrum Property Tax Advisors

6516 Mallard Park Drive
Charlotte, NC 27408
(704)596-1544

Financial Services

Smith Barney Financial Consultants The Norby Group

100 North Tryon Street Suite 3300
Charlotte, NC 28202
(704)331-2200

Smith Barney Financial Consultant Bradley Stipp

100 North Tryon Street Suite 3300
Charlotte, NC 27401
(704)331-2211

Smith Barney Financial Consultant Les Davaz

100 North Tryon Street Suite 3300
Charlotte, NC 27609
(704)331-2233

Smith Barney Financial Consultants The Sedgewood Group

100 North Tryon Street Suite 3300
Charlotte, NC 28202
(704)331-2234

Carolina National Investments Inc

3201 North Tryon Street
Charlotte, NC 28739
(704)333-1805

Afton Capital Management

120 Cottage Place
Charlotte, NC 28202
(704)333-3110

Farallon Capital Management

227 West Trade Street
Charlotte, NC 28105
(704)333-5745

Greenlight Properties LLC

729 Charles Avenue
Charlotte, NC 27959
(704)334-8881

Royal Alliance Associates Wooldard Financil Advsrs

520 McNinch Street
Charlotte, NC 28202
(704)335-1800

Ames Robert Financial Consultant

100 North Tryon Street
Charlotte, NC 28557
(704)339-2000

Mullen- James E - State Farm Insurance Agent

6707 Fairview Road Ste A
Charlotte, NC 28210
(704)362-0800

James Raymond Financial Services-Pickett Office

210 Hunter Lane
Charlotte, NC 28211
(704)362-2001

Kelleher J Brendan Financial Consultant

4500 Cameron Valley Parkway
Charlotte, NC 28301
(704)362-3325

Kelleher John T Financial Consultant

4500 Cameron Valley Parkway
Charlotte, NC 28301
(704)362-3332

Buie Investment Advisors LLC

6624 Fairview Road
Charlotte, NC 27103
(704)362-5736

Gardnyr Michael Capital Inc

2115 Rexford Road
Charlotte, NC 27410
(704)364-2878

Raymond James Financial Services

4425 Randolph Road
Charlotte, NC 27517
(704)364-4328

Jones II- David E - State Farm Insurance Agent

4425 Randolph Road Ste 200
Charlotte, NC 28211
(704)364-8647

First Financial Services Inc

2700 Coltsgate Road
Charlotte, NC 27606
(704)365-3097

Brookstreet Securities Corporation

6715 Fairview Road
Charlotte, NC 28210
(704)366-0046

Consolidated Investment Advisors

6525 Morrison Boulevard
Charlotte, NC 28461
(704)366-0466

Corporate Benefit Advisors Inc

1901 Roxborough Road
Charlotte, NC 27615
(704)366-6556

Cunningham & Company Mortgage Bankers

2101 Rexford Road Suite 131E
Charlotte, NC 28387
(704)366-7711

Four Corners Capital Management

200 South Tyron Street
Charlotte, NC 27530
(704)371-4900

Lincoln National Life Insurance Company

6525 Morrison Boulevard Suite 110
Charlotte, NC 27701
(704)372-3500

H & R Block Financial Advisors

208 North Caldwell Street
Charlotte, NC 27609
(704)372-8888

Jefferson-Pilot-Lowery Financial Group

200 Providence Road Suite 208
Charlotte, NC 27215
(704)372-9481

Grant- Michael A - State Farm Insurance Agent

1727 East Boulevard
Charlotte, NC 28203
(704)373-7444

Hearn Granville E III CLU CHFC

801 East Morehead Street
Charlotte, NC 28734
(704)375-0597

Financial Network Investment Corporation

1850 East 3rd Street
Charlotte, NC 28204
(704)376-1021

Wilson- Denis M - State Farm Insurance Agent

1850 East 3rd Street Ste 360
Charlotte, NC 28204
(704)376-4088

Fidelity Investments Advisor Technology

900 Johnson And Wales Wa
Charlotte, NC 28202
(704)376-8609

Hahn Bookkeeping Tax & Insurance Service

811 Central Ave Ste 3
Charlotte, NC 28204
(704)376-8820

Brooke Insurance & Financial Services

2611 Central Avenue
Charlotte, NC 28205
(704)377-0677

Capital Management of the Carolinas

1520 South Boulevard
Charlotte, NC 28203
(704)377-3535

Heath Insurance Agency Inc - State Farm Insurance Agent

6215 Brookshire Boulevard Highway 16 North
Charlotte, NC 28734
(704)392-4166

American General Financial Services

1530 Alleghany Street
Charlotte, NC 28303
(704)394-5311

Bailey Financial Management Regstrd Investment Advsr

6827 Fairview Road Suite D
Charlotte, NC 28210
(704)442-0047

American General Financial Services

9211 North Tryon Street
Charlotte, NC 28212
(704)503-3651

Stephens Capital Management

1913 J N Pease Place
Charlotte, NC 27408
(704)503-4060

Carolina Income Tax & Accounting Services

13421 Arbor Trace Drive
Charlotte, NC 28273
(704)504-5774

Automotive Finance Corporation

11600 Fruehauf Drive
Charlotte, NC 28170
(704)504-8170

CA Nelson Office Solutions

PO Box 38534
Charlotte, NC 27262
(704)504-9346

Davis Diane S Financial Planners

4600 Park Road
Charlotte, NC 28209
(704)522-6565

H & R Block Premium

5110 Park Road
Charlotte, NC 28801
(704)522-9600

Pettice- George D - State Farm Insurance Agent

756 Tyvola Road Ste 110
Charlotte, NC 28217
(704)523-1717

Speight- Donna J - State Farm Insurance Agent

4730A Park Road
Charlotte, NC 28209
(704)523-9005

Lutheran Brotherhood Agents Offices

4530 Park Road
Charlotte, NC 28209
(704)525-2657

Harvey- John H - State Farm Insurance Agent

4108 Park Road Ste 106
Charlotte, NC 28209
(704)525-9995

Professional Administrative Services

4600 Park Road
Charlotte, NC 28209
(704)527-2244

Primerica Financial Services Laney & Associates

7508 East Independence Boulevard
Charlotte, NC 28227
(704)531-5645

Pritchard- Michael - State Farm Insurance Agent

8633 Monroe Road Ste D
Charlotte, NC 28212
(704)535-2292

Sonya J Robinson Ins Agcy Inc - State Farm Insurance Agent

4732 Kimmerly Glen Lane Ste A
Charlotte, NC 28215
(704)535-3700

Equan- Uwem E - State Farm Insurance Agent

5412 Central Avenue # B
Charlotte, NC 28212
(704)535-4090

Unlimited Insurance Financial Services

5606 East Independence Boulevard
Charlotte, NC 27412
(704)535-4556

Mundo Latino Enterprises

3125 Eastway Drive
Charlotte, NC 28210
(704)536-3333

American Express Financial Advisors Inc

7300 Carmel Exec Park
Charlotte, NC 28202
(704)540-9996

Morton- T Darin - State Farm Insurance Agent

10316 Feld Farm Lane Ste 100
Charlotte, NC 28210
(704)541-3030

Sovereign Asset Management John Hancock Funds PMA

9416 Pendennis Lane
Charlotte, NC 28210
(704)541-3477

Agee- Richard W - State Farm Insurance Agent

6404 Carmel Road Ste 200
Charlotte, NC 28226
(704)541-9999

Davis Williams & Associates Inc

8318 Pineville Matthews R
Charlotte, NC 28209
(704)542-0628

Brooks- Willie E - State Farm Insurance Agent

15720 John J Delaney Drive
Charlotte, NC 28277
(704)542-0825

Stone- Melanie A - State Farm Insurance Agent

8811 Blakeney Drive Ste 110
Charlotte, NC 28277
(704)542-1500

McDuffie- James David - State Farm Insurance Agent

8037 Corporate Center Drive Ste 200
Charlotte, NC 28226
(704)542-3000

McAndrew- T David - State Farm Insurance Agent

7808 Pineville Matthews Road
Charlotte, NC 28226
(704)542-6516

Cornerstone Investment Services

6100 Lexham Lane
Charlotte, NC 28277
(704)543-0061

Freedom Financial Solutions

7621 Little Avenue
Charlotte, NC 27856
(704)543-1288

Carolina Mortgage Services

7800 Providence Road
Charlotte, NC 28739
(704)543-1989

Harman- Thomas G - State Farm Insurance Agent

7825 Ballantyne Commons Parkway Ste 220
Charlotte, NC 28379
(704)543-4001

Ryan Hess Morais Financial Associates Inc

7401 Carmel Executive Par
Charlotte, NC 28226
(704)544-9009