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Local Banks

Bank of America

The Scottish Bank

New Dominion Bank

 

Credit Union

Sharonview Federal Credit Union Serves employees and families of selected area businesses with mortgages, car loans, credit cards and savings accounts.

 

Mortgage Company

Equifirst A non-conforming wholesale mortgage lending business.

Commercial Defeasance, LLC Offers commercial MBS loan defeasements

Myers Park Mortgage Provides residential mortgage financing

Amerisouth Mortgage Provides residential mortgage services.

American One Mortgage Mortgage broker that specializes in conforming, non-conforming, and sub-prime lending using equity in residential properties.

Dickinson Mortgage and Associates A full service lending institution. Huntersville

Auvalene W. Magee - AmeriSouth Mortgage Company Offers residential and commercial loans. Huntersville

 

Financial Brokerage/Financial Services

Novare Capital Management Registered investment advisor and investment manager

Portfolio Capital Management Registered investment advisors and portfolio managers.

Wealth Trust Advisors Registered investment advisors and portfolio managers.

Uvest Investment Services Provides third party brokerage service of stocks, bonds and mutual funds

Municipal Government Investors Corp. Financial products advisor specializing in interest rate swaps and derivatives for bond issues

ICG Capital Partners, LLC Financial advisors specializing in mergers and acquisitions.

Homesavers USA Debt counseling for people behind on their mortgage payments.

The Blair, McGill and Hill Group Financial consultants for the dental professional

Sterling Capital Management An employee-owned, SEC registered investment advisor.

CBH Pensions Inc. Information on services,

Carolinas Investment Consulting Investment consulting firm

Hayden Harper Financial, LLC Advisory firm offers investments and planning services

Eastover Capital Management A registered investment advisor.

Clausen Capital Management Registered investment advisor offering individual taxable accounts, IRAs, trusts, and 401K rollovers. Site includes company profile, strategic philosophy, and services offered.

Matrix Capital Markets Group An investment bank specializing in providing merger and acquistion advisory services to companies with revenues from $10 million to $100 million

Glandon Capital Group LLC Intermediary specializing in commercial loans

Triarch Capital Partners Independent investment banking firm.

Anderson LeNeave & Co. Investment banking for middle market companies

Attus Technologies Provides OFAC monitoring needs of banks, savings institutions and credit unions.

 

 

 

 

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