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Brolen Davis

 
8832 Blakeney Professional Drive Suite 200
Charlotte, NC 28277
(704) 441-3300
investment bank
www.brolendavis.com
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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. 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.
Mon 8:00 AM to 4:00 PM
Tue 8:00 AM to 4:00 PM
Wed 8:00 AM to 4:00 PM
Thu 8:00 AM to 4:00 PM
Fri 8:00 AM to 4:00 PM
Sat Closed
Sun Closed

Products and 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

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