Davis & Davis Financial Partners
Financial Advising
Why pick this one
Davis & Davis Financial Partners has over 30 years of experience in financial planning and offers tailored strategies for retirement and taxes.
Best for
- individuals seeking retirement planning
- families needing estate strategies
- tax resolution services
Look elsewhere if
- clients looking for budget financial options
- short-term investment services
Specialties
- retirement planning
- tax resolution
- estate strategy
- investment strategy
- wealth management
Certifications
- CLU
- ChFC
- CASL
What makes them different
- family-owned business
- long-term financial strategies tailored to clients
- emphasis on relationship-based service
- dedicated team approach for client benefits
- over 30 years of financial planning experience
- Years in business
- 30
- Serves
- Davidson, Lake Norman, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 705 Northeast Dr, Davidson, NC 28036-7429
- Phone
- +17048922226
- Website
- http://www.davisanddavisfinancial.com/
- kdavis@davisanddavisfinancial.com
Services
- financial planning
- investment management
- tax services
- estate planning
- budgeting