Davis Financial Management - Campbell, California

Davis Financial Management: A Comprehensive Financial Service Provider

If you are looking for a reliable and experienced financial management company, Davis Financial Management is an excellent choice. Located at Address: 2105 S Bascom Ave Ste. 350, Campbell, CA 95008, United States, this company has been serving its clients with financial planning, insurance agency, and investment services for many years.

One of the most significant features of Davis Financial Management is its commitment to providing personalized and tailored financial solutions to its clients. The company's team of experienced financial advisors takes the time to understand each client's unique financial needs, goals, and risk tolerance, and then creates a customized plan to help them achieve their financial objectives.

Davis Financial Management offers a wide range of services, including retirement planning, investment management, tax planning, estate planning, and insurance services. The company's financial advisors use a data-driven approach to investment management, selecting investments based on thorough research and analysis. They also provide ongoing monitoring and management of clients' portfolios to ensure that they continue to perform optimally.

The company's office is fully wheelchair-accessible, with wheelchair-accessible parking, entrance, and toilet facilities. It is always recommended to make an appointment before visiting, which can be easily done through the company's website or by phone.

According to Google My Business, Davis Financial Management has received 2 reviews with an average rating of 3/5. While some clients have praised the company's financial advice and guidance, others have noted that the fees can be high. However, it's essential to remember that financial management is a long-term investment, and the benefits of working with an experienced and reputable company like Davis Financial Management can far outweigh any initial costs.

Reviews of Davis Financial Management

Ashley Qualls

1/5

I hate leaving negative reviews, but I want to warn any prospective clients not to waste their time here unless they are substantially wealthy. I believe they only scheduled an appointment for us because I told them my husband worked for Google and they must have seen $$$. I was very pregnant at the time and hoping to come up with a plan to set aside funds for my little one's future, save for retirement and pay off our credit cards. The meeting ended up being a complete waste of time and the basic information they provided was the same I had found online. Once they discovered my husband was a security officer without a massive compensation package, they were no longer interested in helping us. I told them I would gladly pay their fees to help us set up a plan and they declined. It was heartbreaking to say the least. Please avoid this company if you make less than the typical upper-class silicon valley salary with a good stock plan.

Apryl List

5/5