Business Details
About
Financial Consultant
Ana creates an integrated approach to ensure her members' entire financial plan is coordinated to meet their objectives and expectations through TowneBank's Partner Programs. This includes priority service, extended banking hours, legacy planning, investment and insurance needs, and even access to international banking services like foreign currency.
"At TowneBank, our focus is YOU! Working to enrich the lives of others is a privilege and I love to be part of a bank that truly cares about their members."
Details
- Requires appointmentNot available
- RestroomNot available
- Onsite servicesAvailable
Location
Hours
Frequently Asked Questions About Ana Espinoza
Who is Ana Espinoza and what services does she offer?
Ana Espinoza is a financial consultant at TowneBank, offering private banking and integrated financial planning services including investments, insurance, and legacy planning.
What are the operating hours for Ana Espinoza's office?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 6:00 PM. It is closed on Saturdays, Sundays, and select holidays.
Can I contact Ana Espinoza via email? If so, what is the email address?
Yes, you can contact Ana Espinoza by email at ana.espinoza@townebank.net.
Where is Ana Espinoza's office located?
Her office is located at 13900 Conlan Circle, Charlotte, NC 28277, in the Ballantyne neighborhood.
Does Ana Espinoza offer services in languages other than English?
Yes, services are offered in both English and Spanish.
What types of banking products does Ana Espinoza specialize in?
She specializes in small business and personal banking products such as business loans, home equity lending, personal loans, and business accounts.
Is an appointment required to meet with Ana Espinoza?
Appointments are not required to meet with Ana Espinoza.
What nearby places can I visit for food or drinks after my meeting with Ana Espinoza?
After your visit, consider dining at nearby places like Duckworth's Grill and Taphouse, Carolina Wings & Rib House, Hickory Tavern, Pei Wei Asian Kitchen, or grab a quick bite at Subway or Einstein Bros. Bagels.
Are there banking or financial services close to Ana Espinoza's location?
Yes, you can find nearby banking and financial services such as Ben Mears bank, TowneBank, Truist bank, Bank of America Financial Center, and mortgage brokers like Andy Garcia and Sherry Connor.
How can nearby services like UPS Access Point or CVS Pharmacy be useful for customers visiting Ana Espinoza?
Customers can conveniently access shipping services at UPS Access Point and fill prescriptions or visit the Minute Clinic at nearby CVS Pharmacy before or after banking appointments with Ana Espinoza.