Edelman Financial Engines

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

Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC, offers a comprehensive range of investment and financial services tailored to meet individual client needs. Their commitment to a client-first approach ensures that personalized strategies and expert advice are at the forefront of their offerings. With services including retirement planning, estate planning, and investment insights, Wells Fargo Advisors supports clients through various life events and financial decisions. Their dedicated financial advisors work closely with clients to help preserve their legacies and navigate the complexities of the financial landscape. Generated from the website

The advisor listed is an Ameriprise financial advisor in Charlotte. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Are you looking for ways to reach your financial goals in today's volatile market? Whether you're saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today's uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.