Finley Davis Financial is a private wealth management firm. Our purpose is clear: to elevate the financial outcomes of our clientele. We are dedicated to providing a total solution through our financial concierge service, addressing the unique challenges of managing significant wealth. By prioritizing a deep understanding of each client’s aspirations and legacy, we craft tailored strategies that transform complex financial scenarios into opportunities for wealth growth and preservation. ----- Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
View Top Employees from Finley Davis Financial Group, Inc.Website | http://www.finleydavis.com |
Revenue | $2 million |
Employees | 9 (9 on RocketReach) |
Founded | 1981 |
Address | 2911 Tennyson Avenue Suite 203, Eugene, Oregon 97408, US |
Phone | (541) 342-2224 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Alpha Fiduciary, Gordian Wealth Advisors, Reynolds Wealth Management, Sands Financial Services |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Finley Davis Financial Group, Inc. employee's phone or email?
The Finley Davis Financial Group, Inc. annual revenue was $2 million in 2024.
9 people are employed at Finley Davis Financial Group, Inc..
Finley Davis Financial Group, Inc. is based in Eugene, Oregon.
The NAICS codes for Finley Davis Financial Group, Inc. are [523, 52, 52393, 5239].
The SIC codes for Finley Davis Financial Group, Inc. are [628, 62].