Davis Financial Services, Inc. is an
independent financial firm located in Louisville, KY that provides tailored
financial services to both individuals and businesses with a focus on
personalized service. We value our clients and find that our customer focused
environment sets us apart. For each of
our clients we strive to create financial stability and security to provide
Further, we have specialized experience in helping
business owners establish new business retirement plans, enhancing
contributions for owners, helping to reduce costs of existing plans while seeking to improve
performance of plans through proper investment selection.
Our team of CERTIFIED FINANCIAL PLANNER™ professionals are ready to help you work towards your financial
goals. We help to create a portfolio
from a wide range of financial products and services, including but not limited
to IRA's, Roth IRA's 401k, Stocks, Bonds, Mutual Funds, Life Insurance, Long
Term Care Insurance, Fee Based Accounts, and other Alternative Investments.
(Click here for a full list of Services)
Unbiased, Objective advice on your
financial future just stands out.
Let us provide an independent
perspective on your financial goals.
Our staff consists of experienced
professionals with a "hands on"
approach to financial planning. Each of our CERTIFIED
FINANCIAL PLANNER™ professionals is ready to help create the financial future
that you deserve. Not only will
you find our team members knowledgeable, but you will also discover that our
staff truly cares about making your financial goals a reality.
As your financial advisors, we will do
everything in our power to keep you focused on where you want to go, advise you
on how to get there, and continually remind you of the importance of
maintaining a disciplined approach to addressing your financial goals.
The initial complimentary
consultation is viewed as a time to get know each other and determine what your
goals are. Our Financial Planners have achieved the highest level
of certification available in the industry, 100% of our planners
are CERTIFIED FINANCIALPLANNER™ professionals, and have significant
experience developing plans for both individuals and businesses. We look
forward to meeting with you.
Our mission is to create and maintain wealth for
our clients through long term effective asset management. We will build client
relationships based on trust, competent professional advice, continual
communication and prompt personal service....
Our staff are experienced professionals with a “hands on” approach to
investment planning. They are dedicated to providing the sound guidance,
expertise and customer care that is required in every phase of our clients’
financial plans to be successful…