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Professional Services – Financial Services – Listed by Town

  • LKNConnect Admin
  • Advanced Wealth Strategies
    442 S Main St, Cornelius, NC 28031
    (704) 765-4800
    Financial Advisors
  • Waterstone Mortgage
    19925 Jetton Rd Suite 102, Cornelius, NC 28031
    (704) 275-5500
    Mortgage
    Your Path to a Better Mortgage Experience
  • Guaranteed Rate Affinity – Mark Rawls
    Mark Rawls – Vice President, Mortgage Lending
    Address: 131 Plantation Ridge, Office 510, Mooresville, NC 28117
    Phone: (704) 506‑8925
    License #: 108449
    Helping clients find the right mortgage with personalized service and trusted guidance

Cornelius

Financial Advisors

  • Advanced Wealth Strategies
    19520 W. Catawba Ave.,Cornelius, NC 28031
    (704) 765-3653
    Financial Advisors
  • North Main Financial Group
    20901 N Main St, Cornelius, NC 28031
    (704) 987-8801
    Financial Advisors
  • Consolidated Planning
    20212 Zion Ave, Cornelius, NC 28031
    (704) 552-8507
    Financial Advisors
  • RB Wealth
    17810 Statesville Rd Suite 322, Cornelius, NC 28031
    (704) 727-7129
    Financial Advisors
  • Prior Wealth Planning
    17505 W Catawba Ave, Suite 100, Cornelius, NC 28031
    (704) 536-9900
    Financial Advisors

Insurance

  • Goosehead Insurance – Kyle Corgan
    19018 Lake Breeze Dr, Cornelius, NC 28031
    (704) 386-6373
    Insurance
  • Elite Insurance Group
    19411 Old Jetton Rd, Cornelius, NC 28031
    (704) 235-1597
    Insurance

Mortgage

  • Waterstone Mortgage
    19925 Jetton Rd Suite 102, Cornelius, NC 28031
    (704) 275-5500
    Mortgage
  • Movement Mortgage
    19720 Jetton Rd, Stes 202 & 203, Cornelius, NC 28031
    (704) 609-5206 (Lorri Hoffman, Loan Officer)
    Mortgage

Taxes & Accounting

  • Paragon Accounting & Tax Solutions
    19424 Jetton Rd, Cornelius, NC 28031
    (704) 237-8255
    Taxes & Accounting
  • Lake Norman Tax Consulting
    19810 W Catawba Ave, Cornelius, NC 28031
    (704) 674-6770
    Taxes & Accounting

Davidson

Financial Advisors

  • Advanced Wealth Strategies
    442 S Main St, Davidson, NC 28036
    (704) 765-4800
    Financial Advisors
  • Wade Associates LLC
    212 S Main St, Davidson, NC 28036
    (704) 892-9297
    Financial Advisors
  • Astro Agency Services LLC
    442 S Main St, Davidson, NC 28036
    (336) 262-9290
    Financial Advisors
  • Davidson Wealth Management
    104 S Main St, Davidson, NC 28036
    (704) 231-2301
    Financial Advisors

Insurance

  • Relation Insurance
    190 Jackson St, Davidson, NC 28036
    (704) 548-0500
    Insurance
  • Lake Norman Insurance Agency
    400 N Harbor Pl, Davidson, NC 28036
    (704) 895-1075
    Insurance
  • Bridgewater Insurance Group
    710 Northeast Dr, Davidson, NC 28036
    (704) 450-4344
    Insurance
  • Insurance Management Consultants Inc.
    212 S Main St, Davidson, NC 28036
    (704) 962-6967
    Insurance

Taxes & Accounting

  • Davidson Tax Service
    428 S Main St, Davidson, NC 28036
    (704) 728-8487
    Taxes & Accounting
  • Davidson Bookkeeping & Accounting
    212 S Main St, Davidson, NC 28036
    (704) 892-3232
    Taxes & Accounting
  • Lake Norman Accounting
    442 S Main St, Davidson, NC 28036
    (704) 237-4100
    Taxes & Accounting
  • Paragon Accounting & Tax
    446 S Main St, Davidson, NC 28036
    (704) 237-8255
    Taxes & Accounting

Denver

Financial Advisors

  • Denver Wealth Management
    7385 NC-73, Denver, NC 28037
    (704) 489-1225
    Financial Advisors
  • Lake Norman Wealth Strategies
    7482 Waterside Crossing Blvd, Denver, NC 28037
    (704) 489-8925
    Financial Advisors
  • RB Wealth
    7482 Waterside Crossing Blvd, Suite #108, Denver, NC 28037
    (704) 765-4689
    Financial Advisors

Insurance

  • Denver Insurance Center
    1417 NC-16 Business, Denver, NC 28037
    (704) 483-1001
    Insurance

Taxes & Accounting

  • Paragon Accounting & Tax
    7482 Waterside Crossing Blvd, Denver, NC 28037
    (704) 237-8255
    Taxes & Accounting
  • Lake Norman Accounting
    7482 Waterside Crossing Blvd, Denver, NC 28037
    (704) 237-4100
    Taxes & Accounting
  • Denver Tax Service
    7567 Hwy 73, Denver, NC 28037
    (704) 483-9868
    Taxes & Accounting

Huntersville

Financial Advisors

  • Advanced Wealth Strategies
    9405 Northcross Center Ct #109, Huntersville, NC 28078
    (704) 765-4800
    Financial Advisors
  • RB Wealth
    16135 Lake Ridge Dr, Huntersville, NC 28078
    (704) 765-4689
    Financial Advisors
  • Raymond James Financial
    9635 Wedgewood Dr, Huntersville, NC 28078
    (704) 948-1225
    Financial Advisors

Insurance

  • Nationwide – Steve Pogue Agency
    9836 Northcross Center Ct, Huntersville, NC 28078
    (704) 948-7181
    Insurance

Mortgage

  • Waterstone Mortgage
    9606 Bailey Rd Suite C, Huntersville, NC 28078
    (704) 275-5501
    Mortgage
  • Movement Mortgage
    Huntersville, NC 28078
    (Local loan officers serving Lake Norman)
    Mortgage

Taxes & Accounting

  • Paramount Tax & Accounting
    9815 Sam Furr Rd, Huntersville, NC 28078
    (704) 324-2630
    Taxes & Accounting
  • Hammack Lane & Company, PLLC
    122C Commerce Centre Dr, Huntersville, NC 28078
    (704) 499-3980
    Taxes & Accounting
  • La Paloma Tax Services
    9843 Northcross Center Ct Suite H, Huntersville, NC 28078
    (704) 727-0026
    Taxes & Accounting

Mooresville

Financial Advisors

  • Destination Wealth Advisors
    438 Williamson Rd Suite F, Mooresville, NC 28117
    (980) 306-8155
    Financial Advisors
  • Peter Livingston Financial
    111 Pinnacle Lane, Mooresville, NC 28117
    (704) 658-9190
    Financial Advisors
  • RB Wealth
    438 Williamson Rd Suite F, Mooresville, NC 28117
    (704) 765-4689
    Financial Advisors

Insurance

  • Nationwide – Steve Daniel Agency
    19901 Mooresville Rd, Mooresville, NC 28117
    (704) 799-4316
    Insurance

Mortgage

  • Guaranteed Rate Affinity – Mark Rawls
    Mark Rawls – Vice President, Mortgage Lending
    Address: 131 Plantation Ridge, Office 510, Mooresville, NC 28117
    Phone: (704) 506‑8925
    License #: 108449
    Helping clients find the right mortgage with personalized service and trusted guidance

Taxes & Accounting

  • Lake Norman Accounting
    438 Williamson Rd Suite F, Mooresville, NC 28117
    (704) 237-4100
    Taxes & Accounting
  • Paragon Accounting & Tax
    433 Williamson Rd, Mooresville, NC 28117
    (704) 237-8255
    Taxes & Accounting
  • Mooresville Tax Services
    131 Crosslake Park Dr, Mooresville, NC 28117
    (704) 799-5040
    Taxes & Accounting

Troutman

Financial Advisors

  • RB Wealth
    327 S Main St, Troutman, NC 28166
    (704) 765-4689
    Financial Advisors
  • Troutman Investment Group
    201 Wagner St, Troutman, NC 28166
    (704) 528-7890
    Financial Advisors
  • Troutman Financial Planning
    209 Wagner St, Troutman, NC 28166
    (704) 528-2809
    Financial Advisors

Insurance

  • Triangle Insurance Agency
    408 S Main St, Troutman, NC 28166
    (704) 528-4640
    Insurance

Taxes & Accounting

  • Troutman Tax Service
    205 Wagner St, Troutman, NC 28166
    (704) 528-2550
    Taxes & Accounting
  • Lake Norman Accounting
    219 Wagner St, Troutman, NC 28166
    (704) 237-4100
    Taxes & Accounting
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