Finance & Investments


EDWARD JONES INVESTMENTS

We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.

FIRST CITIZENS BANK

Main Street across from Town Hall. Full service bank including mortgages, investments and 24 hour banking. Serving North Carolina since 1898. Better banking that helps people live better lives. #betterbanking Member FDIC. Telephone Banking: FC Direct

HPG WEALTHCARE ADVISORS

HPG Wealthcare Advisors, LLC Tim C. Gupton, tgupton@hpgwealthcare.com

LIFESTORE BANK & INSURANCE

LifeStore Bank - Founded in 1939 to offer home loans to people in our mountain communities. As a hometown bank, decisions are made locally and we strive to make serving you a priority inside our branches, online or with our mobile services. Member FDIC. Equal Housing Lender. NMLS# 449206. Conveniently located at 1675 Blowing Rock Road, beside Krispy Kreme Doughnuts. LifeStore Insurance – As an independent insurance agency we work with most major insurance carriers and our agents will guide you through all available insurance options, so you get the policy that’s right for you. Whether you are looking for individual coverage, family protection, auto, business, Medicare and health insurance, investment opportunities, or a custom policy, LifeStore is there for you . . . at every stage of your life. Conveniently located at 1675 Blowing Rock Road, beside Krispy Kreme Doughnuts.

MOVEMENT MORTGAGE

Bri was born and raised in Watauga County, where her and her husband continue the tradition of raising their kids. After spending the last decade in finance, serving the community of Blowing Rock, she made the decision to focus her finance skills on what she holds most sacred for her family, a home. Bri brings a confident calm to the mortgage loan process from start to finish. Whether it’s your first home, a mountain oasis or a refinance, Bri brings her financial knowledge and love of people together to create an experience that is unrivaled. Website: www.movement.com/bri.bowling Phone: 828-406-4014

MY MORTGAGE

At My Mortgage Inc., you will find an experienced team of professionals dedicated to making your mortgage transaction a success and as stress free an experience as possible. We pride ourselves on our open communication and we truly care about every borrower and their loan transaction. We want to help every borrower fulfill their goals no matter what credit experience they may have had.They know that they are not just a number to us. We help our clients with the purchase or refinance of their primary, vacation, or investment homes and we offer commercial mortgages. Our competitive rates and aggressive loan programs can be a fit for every borrower. We provide all the information necessary for the borrower to make an informed decision. Please contact us at jpassmore@mmi.biz or 336-601-6111 for any questions that you may have. "We value relationships, not transactions!" Under the "Apply now button" on the website please have it go to this link: johnpassmore.floify.com

PIEDMONT FEDERAL SAVINGS BANK

For over 100 years, our goal has been a simple one: to help people become homeowners and save for life's needs. Our overall focus is on sound financial solutions and personalized customer service. Piedmont Federal: Straightforward, Commonsense Banking

SKYLINE NATIONAL BANK

A locally-owned and managed community bank dedicated to giving you Always Our Best. With 20 branches in northwestern North Carolina and southwestern Virginia, we specialize in personal and business banking solutions that help you be at your best.

STATE FARM INSURANCE JOY WHITLATCH, AGENT

We help customers manage the risks of everyday life, save money for their future & realize their dreams. We want to be your first choice for insurance & financial services needs, including mortgages. We're famous for Auto Insurance and also focus on NC Home, Life & Health Insurance, as well as Financial Services.

TRUIST

Our purpose is to inspire and build better lives and communities. And every day, the pursuit of better drives us—to empower clients with more choices, teammates with more fulfillment, and communities with more hope. We boldly believe in the power of what we can achieve together.

UNITED COMMUNITY BANK

United Community Bank, located at 8036 Valley Blvd, offers a full line of banking services including checking, savings, loans, mortgage loans, and online banking. Please come by to meet our dedicated and knowledgeable staff or, call us at 828-295-8072.

WAITE FINANCIAL, LLC

Katherine Newton CFP, ChFC Waite Financial, LLC katherine@waitefinancial.com

WALKER AND ASSOCIATES (AMERIPRISE FINANCIAL SERVICES)

Gary T. Moss of Walker and Associates enjoys using his knowledge to help members of the community reach their financial goals. "I will take the time to understand what’s truly important to you and deliver personalized advise to help you reach your financial goals, whatever they may be. With sound advice supported by research and online tools to track your progress, I can help you feel confident, connected and in control of your financial life." Phone: 828-264-8990 Website URL: www.ameripriseadvisors.com/gary.t.moss