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The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Charlotte is here for you, serving the areas of Charlotte/Mecklenburg County, York County and Lancaster County. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Wells Fargo in Charlotte, NC offers a range of services related to home mortgage loans and financing. Prospective homebuyers or those looking to refinance can receive personalized rate quotes and access a variety of mortgage tools to help navigate the process. Current Wells Fargo customers benefit from exclusive tools for home shopping and refinancing, along with resources to learn about the homebuying process. With low down payment options available, including conventional loans with down payments as low as 3%, FHA loans with 3.5% down, and VA loans for eligible veterans, Wells Fargo aims to make homeownership more accessible. Customers can track neighborhood sales data, estimate their home's value, and explore refinancing options to potentially lower their monthly payments. Furthermore, Wells Fargo offers incentives such as down payment grants, closing cost credits, and relationship mortgage discounts to help eligible borrowers achieve their homeownership goals. Through a combination of resources, tools, and personalized guidance from mortgage consultants, Wells Fargo strives to support individuals throughout their homebuying journey. Generated from the website content