Lake Norman’s financial services stand out for their unwavering commitment to integrity, trust, and personalized client care. By taking the time to understand each client’s unique financial goals and life circumstances, advisors in the Lake Norman area offer customized strategies that encompass every stage of the financial journey—from building wealth to planning retirement and managing legacy transitions. With a research-driven approach and a focus on transparent communication, clients gain clarity and confidence as their portfolios are matched to individualized risk profiles and objectives. Lake Norman’s financial institutions prioritize long-term relationships, continuous education, and fiduciary responsibility, ensuring that every recommendation is made with the client’s best interest at heart. The region’s financial professionals are praised for their accessibility, comprehensive expertise, and dedication to helping clients achieve lasting financial security and peace of mind
Cornelius
Financial & Wealth Planning
- Advanced Wealth Strategies
19520 W Catawba Ave Suite 101, Cornelius, NC 28031
(704) 450-8352
Retirement & wealth planning
Insurance Services
- Goosehead Insurance – Kyle Corgan
19018 Lake Breeze Dr, Cornelius, NC 28031
(704) 386-6373
Insurance solutions
- Primerica
19600 W Catawba Ave Ste A, Cornelius, NC 28031
(704) 717-3371
Life insurance, investments
Mortgage Services
- Waterstone Mortgage
17039 Kenton Dr Ste 170, Cornelius, NC 28031
(919) 753-4234
Friendly service, fast closings, wide loan options.
- Movement Mortgage – Lorri Hoffman
19600 W. Catawba Ave.Cornelius, NC 28031
(704) 564-1302
Highly rated, clear guidance, smooth experiences.
Accounting & Tax Services
- Schwinn CPA LLC
19701 Bethel Church Rd, Ste 103-242, Cornelius, NC 28031
(704) 742-2277
Certified public accountant
- Beyond The Numbers Accounting Resources, LLC
18736 Nautical Drive, Apt 301, Cornelius, NC 28031
Phone: 980-254-0339
- Payroll & HR Services
- Mecklenburg County Government Office of Economic Development
600 East Fourth Street, Suite 226, Charlotte, NC 28202
(980) 314-2859
Regional resource for economic development guidance and business support.
- Charlotte Payroll
16930 W Catawba Ave, Suite 205, Cornelius, NC 28031
(704) 609-1256
Locally based payroll provider known for personalized and accurate service.
- Payroll Plus HCM
19300 Statesville Road, Suite 302, Cornelius, NC 28031
(704) 895-0777
Comprehensive payroll and HR solutions with a strong local reputation.
- Corporate Payroll Services
19109 W Catawba Ave, Suite 200, Cornelius, NC 28031
(704) 634-1820
Fast and reliable payroll processing tailored to businesses in the area.
Davidson
Accounting & Financial Services
- Davidson Accounting Group
559 Davidson Gateway Drive, Suite 101, Davidson, NC 28036
(704) 896-4668
Tax planning, bookkeeping, and accounting services for individuals and businesses.
- Edward Jones – Davidson (Andrew Kiser)
202 S Main St, Ste 101, Davidson, NC 28036
(704) 892-6119
Personalized investments & planning; experienced local advisor.
- Schwinn CPA LLC
Davidson, NC (mobile office)
(704) 742-2277
Certified public accountant, well-reviewed for small business and personal clients.
Huntersville
Payroll & HR Services
- Mecklenburg County Government Office of Economic Development
600 East Fourth Street, Suite 226, Charlotte, NC 28202
(980) 314-2859
Regional resource for economic development guidance and business support.
- Charlotte Payroll
16930 W Catawba Ave, Suite 205, Cornelius, NC 28031
(704) 609-1256
Locally based payroll provider known for personalized and accurate service.
- Payroll Plus HCM
19300 Statesville Road, Suite 302, Cornelius, NC 28031
(704) 895-0777
Comprehensive payroll and HR solutions with a strong local reputation.
- Corporate Payroll Services
19109 W Catawba Ave, Suite 200, Cornelius, NC 28031
(704) 634-1820
Fast and reliable payroll processing tailored to businesses in the area.
Mooresville
Financial Advisors & Wealth Managers
- Financial Strategies Of Lake Norman, Inc
347 North Main Street, Suite 205, Mooresville, NC 28115
(704) 664-7995
Family owned and operated, independent local advisory firm.
- Bloom Private Wealth (Raymond James, local)
517 Alcove Road, Mooresville, NC 28117
(704) 612-6620
Independent team with local partners offering custom wealth strategies.
- DFS Advisors (Mooresville Office)
116 Morlake Dr.,Mooresville, NC
(980) 444-0330
Boutique, independently owned financial planning and investment firm serving individuals, families, and businesses.
Insurance Agencies (Independent & Local)
- The Insurance Center
116 S. Main Street, Mooresville, NC 28115
(704) 663-5557
Independent agency operating since 1976, locally owned, and providing wide-ranging personal and business coverage.
- Leavitt Elite Insurance Advisors
107 Kilson Dr #107, Mooresville, NC 28117
(704) 664-9111
Local office of a group with several regional partners, but locally managed team and strong community ties.
- NC Farm Bureau Insurance (Mooresville Office)
768 N Broad St, Mooresville, NC 28115
(704) 664-1927
North Carolina-based mutual insurance company with deep local staff and member ownership.
Mortgage Brokers
- Guaranteed Rate Affinity
131 Plantation Ridge, Office 510, Mooresville, NC 28117
(704) 506-8925
Vice President, Mortgage Lending – Mark Rawls: Residential mortgage solutions and lending
- Edgewater Residential Capital, Inc.
344 Rolling Hill Rd STE 204B, Mooresville, NC 28117
(704) 662-2362
Locally owned mortgage broker.
- Direct Mortgage Loans – Mooresville Branch
1401 Central Ave. Ste.102. Mooresville
(704) 930-7830
Local team with independent loan originators.
