Traci Burgess's Contact Details

Traci Burgess's Company Details

The Newport Group

Walnut Creek, CA, US • 1000 - 4999 Employees
Financial Services

Newport helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services.Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected companies in the United States, from small businesses to the Fortune 1000.Our clients and their financial advisors rely on us for our independent and objective approach, our expertise, and our dedication to the highest level of flexible, responsive service.-----Copyright © 2015-2022 Newport Group, Inc. All rights reserved.Unauthorized access is prohibited. This site is designed for U.S. residents only.Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser and subsidiary of Newport Group, Inc., an Ascensus Company.Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc., an Ascensus Company. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc. For more information about Newport Group Consulting and its services, please refer to our Form ADV Part 2A.Newport Trust Company, is a New Hampshire state chartered trust company and subsidiary of Newport Group, Inc., an Ascensus Company. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.