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    Davis Financial Advisors

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    Description

    • About UsDavis Financial Advisors is an independent financial services company dedicated to creating personalized investment allocation strategies aimed at helping help clients accumulate and preserve wealth.MissionTo provide an investment chair and long-term seat for our clients at the income table of life.StrategyAchieve greater portfolio diversification while taking advantage of traditional investments and investments that are not correlated to the stock market.CommitmentWhile our clients are unique, they all have one thing in common they want unbiased investment advice from experienced professionals. They look to Davis Financial Advisors to help them achieve greater diversification, possible enhanced income and a reduction in day-to-day stock market volatility. Our view of wealth management reflects an ongoing process and a lifelong relationship that signifies genuine commitment to help you achieve your goals, stay abreast of changes in your life, and provide you with expert analysis, information, advice, and recommendations.Registered Representatives offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Davis Financial Advisors and Independent Financial Group LLC are not affiliated. Licensed to sell securities in the following states AZ, CA, CO, FL, ID, MT, NV, NH, NC, OH, OR, TX, WA, WY.Information is provided from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the 3rd party website you are leaving our site and assume total responsibility for your use at these sites. Diversification does not guarantee a profit or protect against a loss.
    • location

      Headquarters:11601 Blocker Dr Ste 105 Suite 105, Auburn, California, United States

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    • Davis Financial Advisors phone

      Phone Number: +1 530-888-9003

    • Davis Financial Advisors website

      Website: https://www.davisfinancialadvisors.com

    • Davis Financial Advisors employees

      Employees:6

    • Davis Financial Advisors revenue

      Revenue:$1 - 10M

    • Davis Financial Advisors legal name

      Legal Name:Davis Financial Advisors

    • Davis Financial Advisors's Social Media

      Davis Financial Advisors linkedin
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Owner for Davis Financial Advisors

    Mike Loy

    Owner

    Person level website visitor identification

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    View Employees

    Mike Loy

    Owner

    Jamie Climer

    Operations Manager

    Jamie Scott

    Operations Manager

    Frequently Asked Questions regarding Davis Financial Advisors

    • Where are Davis Financial Advisors's Headquarters?

      Davis Financial Advisors's Headquarters are in 11601 Blocker Dr Ste 105 Suite 105,Auburn,California,United States

    • What is Davis Financial Advisors's phone number?

      Davis Financial Advisors's phone number is +1 530-888-9003

    • What is Davis Financial Advisors's official website?

      Davis Financial Advisors's official website is https://www.davisfinancialadvisors.com

    • What is Davis Financial Advisors's Revenue?

      Davis Financial Advisors's revenue is $1 - 10M

    • What is Davis Financial Advisors's NAICS code?

      Davis Financial Advisors's NAICS code is 523920

    • How many employees are working in Davis Financial Advisors

      Davis Financial Advisors has 6 employees

    • What is Davis Financial Advisors's Industry?

      Davis Financial Advisors is in the industry of Financial Services

    • Who is Davis Financial Advisors's Owner?

      Davis Financial Advisors's Owner is Mike Loy

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