Davis Financial

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

6091 S Park Ave, Hamburg, New York, 1407...

Phone Number

(716) 649-3083

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

Davis Financial Services specializes in a wide range of financial products and services, including stocks, annuities, mutual funds, retirement planning, life insurance, and bonds, catering to both individuals and companies. With locations in Hamburg and Amherst, New York, the company aims to help clients develop customized financial programs that align with their goals. Their offerings include tax management, investment management, estate planning, and various insurance products. Davis Financial Services is committed to providing clients with the confidence and strategies needed to pursue their financial objectives.Explore more
Davis Financial's Social MediaPopular SearchesDavis FinancialDavis Financial ServicesDavis Financial ServiceCadaret Grant & Co IncDavis FinancialservicesSIC Code 62,628NAICS Code 52,523Show more

Davis Financial Org Chart

PhoneEmail
PS
United States flag for contact location.

Managing Director

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Davis Financial

<$5M
1-10
Private
-
2014
PS
Patricia SargentManaging Director
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
$6.5M
1-10
Private
-
1990
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1990
HW
Howard WacksManaging Partner
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Davis Financial Tech Stack

A closer look at the technologies used by Davis Financial

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Frequently Asked Questions Regarding Davis Financial

What is Davis Financial's official website?
Davis Financial's official website is www.davis-financialservices.com
What is Davis Financial's Revenue?
Davis Financial's revenue is <$5 Million
What is Davis Financial's SIC code?
Davis Financial's SIC: 62,628
What is Davis Financial's NAICS code?
Davis Financial's NAICS: 52,523
How many employees does Davis Financial have?
Davis Financial has 1-10 employees
What industry does Davis Financial belong to?
Davis Financial is in the industry of: Finance, Insurance, Securities Trading
What is Davis Financial competition?
Davis Financial top competitors include: Physician Financial Services, Strategic Resource Group, Clarity Financial Services, Merchant Financial Services
What technology does Davis Financial use?
Some of the popular technologies that Davis Financial uses are: Cloudflare Website Optimization, Smarsh, Neustar UltraDNS, Microsoft 365
How do I contact Davis Financial?
Davis Financial contact info: Phone number: (716) 649-3083 Website: www.davis-financialservices.com
What does Davis Financial do?

Davis Financial Services specializes in a wide range of financial products and services, including stocks, annuities, mutual funds, retirement planning, life insurance, and bonds, catering to both individuals and companies. With locations in Hamburg and Amherst, New York, the company aims to help clients develop customized financial programs that a... lign with their goals. Their offerings include tax management, investment management, estate planning, and various insurance products. Davis Financial Services is committed to providing clients with the confidence and strategies needed to pursue their financial objectives.Read More

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

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