Davis Financial Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

115 N Seminole Ave, Inverness, Florida, ...

Phone Number

(352) 341-2395

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Davis Financial Group

Davis Financial Group specializes in creating custom financial plans that help clients preserve their assets and pursue their retirement dreams. They offer a broad range of services including retirement income strategies, wealth management, and asset protection, catering to clients at various stages of retirement. The firm emphasizes a personal approach, viewing their clients as part of the family, and providing ongoing support to ensure financial plans remain effective. Their target clientele includes individuals seeking to secure their financial future and maximize their retirement potential.Explore more
Davis Financial Group's Social MediaPopular SearchesDavis Financial GroupDavis Financial Group IncFinancial Management GroupFinancial Group IncSOHO/ Davis FG LLCSIC Code 62,628NAICS Code 52,523Show more

Davis Financial Group Org Chart

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Valerie Davis, Chief Operating Officer at Davis Financial Group
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Chief Operating Officer

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Office Manager

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Davis Financial Group

<$5M
11-50
Private
-
1998
Valerie Davis, Chief Operating Officer at Davis Financial Group
Valerie DavisChief Operating Officer
<$5M
1-10
Private
-
2014
Justin Payne, Managing Director at Objective Advisory
Justin PayneManaging Director
<$5M
1-10
Private
-
2019
LJ
Lisa JacksonCo-Founder & Financial, Cpa Advisor
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2011
SM
Scott McCaskillPresident & Certified Financial Planner
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Davis Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Davis Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Davis Financial Group.

Davis Financial Group Tech Stack

A closer look at the technologies used by Davis Financial Group

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Frequently Asked Questions Regarding Davis Financial Group

What is Davis Financial Group's official website?
Davis Financial Group's official website is www.davis-fg.com
What is Davis Financial Group's Revenue?
Davis Financial Group's revenue is <$5 Million
What is Davis Financial Group's SIC code?
Davis Financial Group's SIC: 62,628
What is Davis Financial Group's NAICS code?
Davis Financial Group's NAICS: 52,523
How many employees does Davis Financial Group have?
Davis Financial Group has 11-50 employees
What industry does Davis Financial Group belong to?
Davis Financial Group is in the industry of: Finance, Securities Trading
What is Davis Financial Group competition?
Davis Financial Group top competitors include: EverGreen Capital Management, Intentional Wealth Solutions, Objective Advisory, KASE Wealth Advisors
What technology does Davis Financial Group use?
Some of the popular technologies that Davis Financial Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Davis Financial Group?
Davis Financial Group contact info: Phone number: (352) 341-2395 Website: www.davis-fg.com
What does Davis Financial Group do?

Davis Financial Group specializes in creating custom financial plans that help clients preserve their assets and pursue their retirement dreams. They offer a broad range of services including retirement income strategies, wealth management, and asset protection, catering to clients at various stages of retirement. The firm emphasizes a personal app... roach, viewing their clients as part of the family, and providing ongoing support to ensure financial plans remain effective. Their target clientele includes individuals seeking to secure their financial future and maximize their retirement potential.Read More

What are Davis Financial Group social media links?
Davis Financial Group Linkedin page Davis Financial Group Facebook page
Is Davis Financial Group a public company?
Davis Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Davis Financial Group

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