The Coleman Agency

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.

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

Charlotte Insurance, a client-focused insurance brokerage firm established in 1992, serves the Greater Charlotte Area in North Carolina with comprehensive insurance strategies for both residents and businesses. Their dedicated team specializes in a wide range of coverage options, ensuring that clients find the right insurance solutions at competitive rates. Recognized as a trusted independent agency in North and South Carolina, Charlotte Insurance prides itself on building strong relationships through attentive customer service and a commitment to meeting clients' unique insurance needs. From homeowners and auto insurance to specialized coverage for industries like healthcare and hospitality, they strive to protect what matters most to their clients. Generated from the website