Bradley Insurance Services

Newport Group of NC, based in Charlotte, NC, offers comprehensive retirement services and consulting solutions for employers, financial professionals, and individuals. With a focus on helping employers enhance retirement plans, Newport Group empowers individuals to create a secure financial future through tailored retirement paths and financial wellness resources. As part of Newport Group, Inc., an Ascensus Company, their services encompass recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. Securities are provided through Ascensus Broker Dealer Services, LLC, ensuring a comprehensive approach to retirement planning and investment solutions. Moreover, Newport Group Consulting, LLC, a subsidiary of Newport Group, Inc., offers investment advisory and fiduciary consulting services to further support clients in achieving their financial goals. Additionally, Newport Trust Company, a trust company and subsidiary of Newport Group, provides independent fiduciary and trustee services for employee benefit plans, ensuring a holistic approach to retirement planning. Generated from the website content

Brolen Davis Wealth Management, an independent advisory firm, was founded over 10 years ago. Our primary focus is on our member’s, with a desire to provide personalized service to fit each individual's financial needs and providing superior customer service.