Allegacy Financial®
We’re here to build life-long relationships that help North Carolinians thrive
Grounded in local expertise and real relationships, we’re here to support every step of your financial journey — from daily banking to long-term planning.
We have five convenient locations in the Charlotte region:
- Belmont – 6425 W Wilkinson Blvd, Belmont, NC 28012
- Indian Trail – 307 Unionville Indian Trail Rd, Indian Trail, NC 28079
- Lake Norman – 837 Williamson Rd, Mooresville, NC 28117
- Prosperity Church Road – 3021 Prosperity Church Rd, Charlotte, NC 28269
- Queens Road – 100 Queens Rd, Charlotte, NC 28204
Growth is meaningful when it’s personal.
Allegacy Financial® is where roots and relationships matter. Founded in 1967 as a credit union to support people in the Winston-Salem area, we’ve grown alongside North Carolina communities by building trusted relationships and local impact. Today, we’re a comprehensive banking and financial partner, offering personal, small business, commercial, and wealth management services. We put our members first, helping them move ahead with expertise and ease. As we continue to expand, our bond remains the same: reinvesting in our communities, guiding our members with care, and helping North Carolinians thrive.
Our products
Personal
We offer higher yields, lower fees, and tools to make account management simple.
Small Business
Helping your small business grow with personalized guidance.
Commercial
Commercial banking that puts your business first.
Wealth Management
Delivering insight-driven solutions — connecting the dots between your goals, your resources, and the decisions you’re facing now.
Member Moments
When Abby started planning for her first home, she knew she wanted a financial partner she could truly trust. With local guidance and personalized support from Allegacy, she turned a milestone moment into a smooth, confident step forward.
