Davis Financial Services

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

1728 Gagel Ave, Louisville, Kentucky, 40...

Phone Number

(502) 448-7998

Revenue

<$5 Million

Industry

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

Davis Financial Services, Inc. is an independent financial firm based in Louisville, KY, specializing in tailored financial services for individuals and businesses. The firm focuses on personalized service and aims to help clients achieve financial stability and independence through effective asset management. Their team of CERTIFIED FINANCIAL PLANNER professionals offers a wide range of financial products, including retirement plans, investment options, and insurance services. With a commitment to building trust and maintaining open communication, they strive to create lasting relationships with their clients.Explore more
Davis Financial Services's Social MediaPopular SearchesDavis Financial Services IncDavis Financial Servicesdfswealthadvisors.comDavis FinancialFinancial Service IncSIC Code 62,628NAICS Code 52,523Show more

Davis Financial Services Org Chart

JD
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President & Chief Executive Officer

PhoneEmail
LP
United States flag for contact location.

Director, Client Relations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Davis Financial Services

<$5M
1-10
Private
<$5M
2003
JD
Jerry DavisPresident & CEO
$5.6M
11-50
Private
-
2011
JT
Jacqueline TrezzaChief Operating Officer
<$5M
11-50
Private
-
1989
WP
William PoutreManaging Director
<$5M
1-10
Private
-
-
BO
Bruce OlmsteadFinancial Planner
<$5M
1-10
Private
-
-
CS
Cheryl SmithOffice Manager
<$5M
1-10
Private
-
2013
JC
Jeffery CossarWealth Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Davis Financial Services financials insights

Gather financial insights about Davis Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$45K

See All Davis Financial Services's Financials Insights

Davis Financial Services Tech Stack

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Frequently Asked Questions Regarding Davis Financial Services

What is Davis Financial Services's official website?
Davis Financial Services's official website is www.dfswealthadvisors.com
What is Davis Financial Services's Revenue?
Davis Financial Services's revenue is <$5 Million
What is Davis Financial Services's SIC code?
Davis Financial Services's SIC: 62,628
What is Davis Financial Services's NAICS code?
Davis Financial Services's NAICS: 52,523
How many employees does Davis Financial Services have?
Davis Financial Services has 1-10 employees
What industry does Davis Financial Services belong to?
Davis Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Davis Financial Services competition?
Davis Financial Services top competitors include: Bruce Olmstead, Prime Financial Services, Lighthouse Wealth Advisors, AIM Financial Consulting Group
What technology does Davis Financial Services use?
Some of the popular technologies that Davis Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact Davis Financial Services?
Davis Financial Services contact info: Phone number: (502) 448-7998 Website: www.dfswealthadvisors.com
What does Davis Financial Services do?

Davis Financial Services, Inc. is an independent financial firm based in Louisville, KY, specializing in tailored financial services for individuals and businesses. The firm focuses on personalized service and aims to help clients achieve financial stability and independence through effective asset management. Their team of CERTIFIED FINANCIAL PLAN... NER professionals offers a wide range of financial products, including retirement plans, investment options, and insurance services. With a commitment to building trust and maintaining open communication, they strive to create lasting relationships with their clients.Read More

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

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