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919.562.1974

Financial Planning in Wake Forest, NC, Raleigh, NC and surrounding areas

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Brewer Insurance Group, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Brewer Insurance Group, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Brewer Insurance Group is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Brewer Insurance Group today to see how Financial Planning can help achieve your goals.

Our Locations

Wake Forest Office

1904 South Main Street, Suite 212
Wake Forest, NC 27587
Main office: 919-562-1974

Louisburg Office

142 Shannon Village
Louisburg, NC 27549
Main office: 919-496-2027

Mount Olive Office

941 North Breazeale Avenue
Mount Olive, NC 28365
Main office: 919-658-5177

Raleigh Office

8226 Creedmoor Rd
Raleigh, NC 27613
Main office: 919-846-5378

Rolesville Office

211 South Main Street
Rolesville, NC 27571
Main office: 919-570-3040

Our Providers

I can't say enough about Brewer Insurance Group. They have insured our family for over 10 years and have helped us manage 3 kids on our auto insurance policy. I would recommend them to everyone!
Susan - Raleigh, NC
Our realtor recommended Debbie to handle our new home purchase. She did an awesome job explaining our options and getting us all the discounts available. Give them a call...you won't be disappointed.
Dave - Wake Forest, NC
Nick at Brewer Insurance Group is great! He met with us at our business, reviewed our current policy and pointed our areas where we didn't have sufficient coverage. In the end he provided us with a great policy that met our business and worker's needs.
Jeff - Cary, NC
I moved from a large insurance company about a year & a half ago to Rich Brewer's office. There is absolutely no comparison in the customer service. I deal with Trish, and she is awesome; quick, knowledgeable and very easy to deal with! You can't go wrong with them!
John - Youngsville, NC
Rich and his staff have always gone the extra mile in response to my needs for insurance and investment products. I highly recommend him and the companies he represents.
Cal - Rocky Mount, NC
I love the staff here. Maria is so friendly and helpful. She helped me and insured me with a great policy. They always welcome me every time I come inside the office. I would highly recommend all these ladies to anyone.
Juavon - Mount Olive, NC