Brolen Davis

Tel: 704-441-3300
8832 Blakeney Professional Drive
Suite 200
Charlotte, North Carolina  28277
Brolen Davis | Financial Advisor in Charlotte,North Carolina

About Brolen Davis

Brolen Davis Wealth Management, an independent advisory firm, was founded over 10 years ago. Our primary focus is on our members, with a desire to provide personalized service to fit each individual's financial needs and providing superior customer service. We are blessed with amazing members and feel our job is to care for them just as we would a member of our own family.

General Information

Services:   Corporate Benefit Planning, Retirement Income Planning, Wealth Management, Legacy Planning, Insurance Solutions, Tax Reduction Strategies, Member Ongoing Financial Education, 401(k) and Pension Rollovers, 401(k) Allocation and Management Assistance

Office Hours

Monday   08:00 AM - 04:00 PM
Tuesday   08:00 AM - 04:00 PM
Wednesday   08:00 AM - 04:00 PM
Thursday   08:00 AM - 04:00 PM
Friday   08:00 AM - 04:00 PM

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