Lee Strategies

Carolina Underwriters Insurance Agency, Inc. is a trusted insurance provider serving individuals and businesses in the Greater Charlotte, Lake Norman, Charleston, and Myrtle Beach areas. With a dedicated team of insurance professionals and a wide range of carriers, they offer practical solutions and excellent service to help customers secure the right insurance coverage to protect their loved ones and assets for years to come. As independent agents, Carolina Underwriters Insurance Agency, Inc. is not tied to any specific insurance company, allowing them to focus on finding the best policies and coverage options tailored to each customer's unique needs. With a commitment to treating each individual with respect and compassion, they make the insurance shopping process easier by doing the work for their clients, ensuring peace of mind and comprehensive protection.Generated from the website

Morehead Plan Administrators is a reputable company based in Charlotte, NC, specializing in providing comprehensive plan administration services. With a focus on accuracy and efficiency, Morehead Plan Administrators assists clients in managing their employee benefit plans with professionalism and expertise. Generated from their business information

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