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Finance/Banking/Insurance

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Finance/Banking/Insurance

  • Allegacy Federal Credit Union is a full-service financial institution whose mission is to help members make smart financial choices.
  • (336) 794-8477
  • Visit Website
Banks, Credit Unions, Savings & Loans
US Health Advisors

Insurance
Prudential Financial-Steven Makinson

Insurance
Freeman Capital

Financial Business Services Minority Owned Minority Owned

Business Education & Training Financial Business Services Minority Owned Woman Owned Locally Owned Locally Owned Minority Owned Woman Owned
Lincoln Financial Group

Insurance
Staunton Capital, Inc.

Investment Services
Fidelity Bank

Banks, Credit Unions, Savings & Loans
Piedmont Federal Savings Bank

Banks, Credit Unions, Savings & Loans
Edward Jones - Mike Stipanov

Investment Services

Banks, Credit Unions, Savings & Loans
Raymond James & Associates, Inc.

Investment Services
Carolina State Bank

Banks, Credit Unions, Savings & Loans
TowneBank

Banks, Credit Unions, Savings & Loans
Carter Bank & Trust at Adams Farm

Banks, Credit Unions, Savings & Loans
Northwestern Mutual

Investment Services
Jackson Hewitt

Financial Business Services
Edward Jones - Scott Reese

Investment Services
Robertson Neal & Co., LLP

Certified Public Accountants & Accounting Services
First Benefits Insurance Mutual, Inc.

Investment Services Locally Owned
Edward Jones - Andrew Mayon

Investment Services
Edward Jones - Kevin Hoppens

Investment Services
DMJ & Co., PLLC

Certified Public Accountants & Accounting Services
Premier Federal Credit Union

Banks, Credit Unions, Savings & Loans
Edward Jones - Jon Spillman

Investment Services
Edward Jones - David Bowman

Investment Services
Ebenconcepts Company

Insurance Woman Owned
Northwestern Mutual - Bob Hudson

Financial Business Services
Arch MI

Mortgage Services
Edward Jones - Cory Barber

Investment Services
Fairway Independent Mortgage Corporation

Mortgage Services
Truist Financial Corporation

Banks, Credit Unions, Savings & Loans
Contemporary Benefits Advisors

Insurance
Edward Jones - Jessica Crawford

Investment Services
Colonial Group, The

Insurance
Edward Jones - Jackie King

Investment Services
Atlantic Bay Mortgage Group, LLC

Mortgage Services
First Citizens Bank

Banks, Credit Unions, Savings & Loans
State Employees Credit Union - East Elmsley Drive

Banks, Credit Unions, Savings & Loans
Costello, Hill & Co.

Certified Public Accountants & Accounting Services
Woodforest National Bank

Banks, Credit Unions, Savings & Loans
Edward Jones - Matt Shade

Investment Services
SunTrust - Adams Farm Branch

Banks, Credit Unions, Savings & Loans
Marsh & McLennan Agency LLC | Senn Dunn Insurance

Insurance
Edward Jones - Dupont Kirven

Investment Services
Edward Jones - Nathan Hill

Investment Services
Craft Insurance Center, Inc.

Insurance
Edward Jones - Richard Dutch

Investment Services
PNC Bank

Banks, Credit Unions, Savings & Loans
Summit Credit Union

Banks, Credit Unions, Savings & Loans
Edward Jones - David Ruck

Investment Services
Gordon Asset Management, LLC

Investment Services
Gilliam Bell Moser LLP

Certified Public Accountants & Accounting Services
Scale Finance LLC

Certified Public Accountants & Accounting Services Financial Business Services
Stearns Financial Group

Investment Services
George W. Navarro, CPA, P.C.

Certified Public Accountants & Accounting Services
Edward Jones - David Morgan

Investment Services
Bernard Robinson & Company, LLP

Certified Public Accountants & Accounting Services
State Employees Credit Union - Muirs Chapel Road

Banks, Credit Unions, Savings & Loans
SunTrust - Guilford College

Banks, Credit Unions, Savings & Loans
New Page Capital

Financial Business Services
Edmonds, Hunt & Associates- Ameriprise Financial Services, Inc.

Investment Services
Navigon Financial Group, Inc.

Insurance Locally Owned
Greensboro Municipal Federal Credit Union - Greene St.

Banks, Credit Unions, Savings & Loans
MassMutual Carolinas

Investment Services
HPB Insurance Group

Investment Services
Edward Jones - Colon Knight

Investment Services
Edward Jones - Connel Ware

Investment Services
State Employees Credit Union - Holden Road

Banks, Credit Unions, Savings & Loans
Edward Jones - Eric Simpson

Investment Services
Dubel Wealth Design

Financial Business Services
Edward Jones - Jeff Lloyd

Investment Services
First National Bank

Banks, Credit Unions, Savings & Loans
Principal Financial Group

Insurance
State Employees Credit Union - Grandover Village

Banks, Credit Unions, Savings & Loans
IberiaBank

Banks, Credit Unions, Savings & Loans
Edward Jones - Jeff Bercaw

Investment Services
RSM US LLP

Certified Public Accountants & Accounting Services
Delman & Company, CPA's

Certified Public Accountants & Accounting Services
Carolina Finance

Financial Business Services
BB&T Scott & Stringfellow

Investment Services
State Employees Credit Union - Murrow Blvd

Banks, Credit Unions, Savings & Loans
Edward Jones - Steve Brannan

Investment Services
Sharrard, McGee & Co., P.A.

Certified Public Accountants & Accounting Services
Amerilife

Insurance Woman Owned
SunTrust - South Elm Street

Banks, Credit Unions, Savings & Loans
Self-Help Credit Union

Banks, Credit Unions, Savings & Loans
Edward Jones - Jerry DeWane

Investment Services
Pinnacle Financial Partners

Banks, Credit Unions, Savings & Loans
Weaver Investment Co.

Investment Services
PricewaterhouseCoopers LLP

Certified Public Accountants & Accounting Services
Dixon Hughes Goodman LLP

Certified Public Accountants & Accounting Services
Edward Jones - Tyson Murphy

Investment Services
Ernst & Young LLP

Certified Public Accountants & Accounting Services
Triad Financial Advisors

Investment Services Locally Owned
Breslow, Starling, Frost, Warner, Boger, Hiatt PLLC

Certified Public Accountants & Accounting Services
Edward Jones - Kevin Barth

Investment Services
Cap Center

Mortgage Services
Health Insurance Shoppe, The

Insurance
Smith Davis Advisory Group/Tom Smith and Associates, LLC

Financial Business Services
Godwin Insurance Agency

Insurance Woman Owned
Liberty Mutual

Insurance
Carter Bank & Trust - Midtown

Banks, Credit Unions, Savings & Loans
State Farm Insurance - Keith Kepler

Insurance
Edward Jones - Travis Brooks

Investment Services
American National Bank & Trust Co.

Banks, Credit Unions, Savings & Loans
Truliant Federal Credit Union - S. Elm Eugene

Banks, Credit Unions, Savings & Loans
Old North State Trust

Investment Services
Shahbaz, Southern & Company, PA

Certified Public Accountants & Accounting Services
American Partners Federal Credit Union

Banks, Credit Unions, Savings & Loans Locally Owned
First Bank

Banks, Credit Unions, Savings & Loans
Blue Ridge Bank

Banks, Credit Unions, Savings & Loans
SunTrust - Summit

Banks, Credit Unions, Savings & Loans
State Employees Credit Union - Market St.

Banks, Credit Unions, Savings & Loans
Edward Jones - Bernie Franko

Investment Services
Greensboro Municipal Federal Credit Union - Phillip Ave.

Banks, Credit Unions, Savings & Loans
Trent Capital Management, Inc.

Investment Services
Insurance of the Carolinas

Insurance
Zuraw Financial Advisors

Investment Services Woman Owned
Barnett-Smith Insurance

Insurance
1st Aide Restoration, Inc.

Home Improvement & Restorations Insurance
Edward Jones - Tommy Faggart

Investment Services
Smith Leonard PLLC

Certified Public Accountants & Accounting Services Locally Owned
Apple, Koceja & Associates

Certified Public Accountants & Accounting Services
Greensboro Municipal Federal Credit Union - Sobar St.

Banks, Credit Unions, Savings & Loans
SunTrust - Lake Jeanette

Banks, Credit Unions, Savings & Loans
JP Morgan Chase

Banks, Credit Unions, Savings & Loans Investment Services Financial Business Services
Plybon & Associates, Inc.

Insurance
Councilman, Farlow, Marlowe & Co., PLLC

Certified Public Accountants & Accounting Services
Scott Insurance Co.

Insurance
Williford Insurance Group, Inc.

Insurance
Wells Fargo

Banks, Credit Unions, Savings & Loans
State Employees Credit Union - Pisgah Church Road

Banks, Credit Unions, Savings & Loans
Edward Jones - Scott Mendenhall

Investment Services
Highlands Residential Mortgage

Mortgage Services
Bank of America Merrill Lynch

Banks, Credit Unions, Savings & Loans
FirstPoint Collection Resources

Financial Business Services
Leeper, Kean & Rumley, LLP

Certified Public Accountants & Accounting Services Locally Owned Woman Owned
Truliant Federal Credit Union - Downwind

Banks, Credit Unions, Savings & Loans Locally Owned
Mechanics & Farmers Bank

Banks, Credit Unions, Savings & Loans
Edward Jones - Greer Ducker

Investment Services
Bank of Oak Ridge

Banks, Credit Unions, Savings & Loans
SunTrust - Green Valley

Banks, Credit Unions, Savings & Loans
Edward Jones - Jeff Hill

Investment Services
Blue Cross and Blue Shield of North Carolina

Insurance
Edward Jones - Neilson Murray

Investment Services
Triad Business Bank

Banks, Credit Unions, Savings & Loans Locally Owned
SunTrust - Battleground

Banks, Credit Unions, Savings & Loans
McGriff Insurance Services

Insurance
Edward Jones - R. John Shade

Investment Services
CAPTRUST

Investment Services
Edward Jones - Kent Simmons

Financial Business Services
State Employees Credit Union - Battleground

Banks, Credit Unions, Savings & Loans Woman Owned
State Employees Credit Union - New Garden Road

Banks, Credit Unions, Savings & Loans
Aprio

Certified Public Accountants & Accounting Services
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Staunton Capital, Inc.

Atrium Health Wake Forest Baptist

Ralph Lauren

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