Banks & Credit Unions in Lee County, AL

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Bank Branches and ATMs in Lee County, AL

AuburnBank - Bent Creek Branch
4 out of 5
Location 2315 Bent Creek Rd, Auburn, AL 36830, USA
Phone (334) 466-3180
Directions
SouthState Bank
4 out of 5
Location 2443 Enterprise Dr, Opelika, AL 36801, USA
Phone (334) 705-1000
Directions
PNC Bank
4 out of 5
Location 2426 Enterprise Dr, Opelika, AL 36801, USA
Phone (334) 745-4052
Directions
Banks in Lee County, AL

Where Lee County, AL Banks & Credit Unions Serve

Lee County, located in eastern Alabama, is home to a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Toomer's Corner in downtown Auburn to the beautiful Chewacla State Park, Lee County offers a diverse range of attractions for residents and visitors alike. Some of the top employers in the area include Auburn University, East Alabama Medical Center, and the Auburn-Opelika Robert G. Pitts Airport. These organizations provide a significant amount of jobs and contribute to the local economy. Major highways and streets in Lee County include Interstate 85, US Highway 280, and Alabama State Route 147. These roads provide easy access to neighboring cities and towns, as well as popular destinations within the county. Lee County is also home to several unique neighborhoods, each with its own distinct character and charm. From the historic homes in the Cary Woods district to the modern developments in the Moores Mill area, there is something for everyone in Lee County.

Lee County, AL Banking Related Services

Insurance Broker

Residents of Lee County, AL could greatly benefit from the services of an insurance broker. One specific way an insurance broker could help is by providing guidance on flood insurance. Lee County has experienced devastating floods in recent years, including the historic floods of 2019. Many residents may not be aware that their homeowner's insurance does not cover flood damage, and they may be at risk of financial ruin if another flood were to occur. An insurance broker could help residents understand their flood risk and find the right flood insurance policy to protect their homes and belongings. With an insurance broker's expertise, Lee County residents can have peace of mind knowing they are prepared for any potential disasters.

Retirement Planning

Residents of Lee County, AL can benefit greatly from the assistance of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized plan that takes into account the unique financial circumstances and goals of each individual. This is especially important in Lee County, where the cost of living is lower than the national average, but the median household income is also lower. A retirement planner can help residents navigate their options for saving and investing, such as contributing to a 401(k) or IRA, and ensure they are on track to meet their retirement goals. Additionally, a retirement planner can offer guidance on how to manage debt and expenses in retirement, which is particularly important for Lee County residents who may be living on a fixed income.

Wealth Management

Residents of Lee County, AL could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could assist with retirement planning, investment management, and estate planning. In Lee County, which is home to Auburn University, a wealth manager could also help families navigate the costs of higher education. Additionally, Lee County has a growing population of retirees who may need assistance managing their finances in retirement. A wealth manager could help these individuals create a sustainable income stream and manage their assets to ensure they last throughout retirement. Overall, a wealth manager can provide valuable guidance and support to residents of Lee County as they navigate their financial goals and plan for the future.

Financial Advisor

Residents of Lee County, AL can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on how to save for retirement. With a median age of 32.8 years old, Lee County has a relatively young population, and many residents may not be thinking about retirement just yet. However, it's never too early to start planning for the future, and a financial advisor can help residents create a plan that takes into account their current financial situation and long-term goals. Additionally, a financial advisor can provide advice on how to manage debt, build an emergency fund, and invest wisely. With the help of a financial advisor, residents of Lee County can feel confident and secure in their financial future.

Mortgage Loan Officer

Residents of Lee County, AL can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help is by assisting residents in finding the right loan for their specific needs. With the diverse range of neighborhoods and properties in Lee County, it can be difficult for residents to navigate the mortgage market on their own. A mortgage loan officer can provide guidance on the different types of loans available and help residents understand the terms and conditions of each option. Additionally, a loan officer can help residents secure a loan with favorable interest rates and repayment terms. With the help of a mortgage loan officer, residents of Lee County can achieve their dream of owning a home in this beautiful and vibrant community.

Tax Services

Residents of Lee County, AL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liability while maximizing deductions. This is especially important for residents of Lee County, which is home to Auburn University, a major employer in the area. A tax advisor can help employees of the university navigate the complex tax laws surrounding employee benefits, such as retirement plans and tuition reimbursement. Additionally, many residents of Lee County are small business owners, and a tax advisor can provide valuable advice on how to structure their businesses in a tax-efficient manner and take advantage of available deductions. Overall, a tax advisor can help residents of Lee County save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Lee County, AL can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. In Lee County, where many residents own property or have assets tied up in family businesses, having a solid estate plan is especially important. An estate planning lawyer can also help with issues like reducing estate taxes, establishing guardianships for minor children, and planning for long-term care. By working with an estate planning lawyer, residents of Lee County can have peace of mind knowing that their assets and loved ones will be taken care of in the event of their passing.

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