Davis Financial Information

Davis Financial provides independent investment, insurance and financial guidance. The firm is owned by Steve Davis, a CERTIFIED FINANCIAL PLANNER™ who has been helping clients for more than 20 years. Davis has chosen to partner with LPL Financial, the largest independent brokerage firm in the United States* because of its investment in technology, objective research and open architecture investment platforms -- all of which provide significant benefits to both Steve and his clients. * LPL Financial is the largest independent brokerage firm in the country based on total revenue, as reported in Financial Planning magazine, June 1996-2010 Securities offered through LPL Financial. Member FINRA/SIPC

Website	http://www.talkwithdavis.com
Revenue	$2 million
Employees	25 (5 on RocketReach)
Founded	1990
Address	22 OLD NORTH TRL, Mansfield, Massachusetts 02048, US
Phone	+1 508-337-9400
Technologies	JavaScript , HTML , Google Analytics +11 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Planning, Financial Advisor, Financial Guidance, Financial Security, Investment Advice, Financial Consulting, Investment Management, Investment Strategies, Insurance Services, Insurance Solutions, Portfolio Management, Asset Allocation, Wealth Management, Risk Management, Retirement Solutions, Retirement Planning, Tax Planning, Estate Planning, Long-Term Care, Estate Preservation
Competitors	Fidelity Investments, Prudential Financial, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Raymond James, T. Rowe Price, ETRADE Bank c/o ETRADE Financial, LLC, TD Ameritrade +51 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies