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Reviews, get directions and information for Davis Financial Services

Davis Financial Services

About

I am a retired CFP and EA. I want to give back; by teaching you how to become debt free and financially independent.

Description

#RVA I am a financial coach and prefer to work with middle America. I love working with teachers and Real Estate Professionals. I would like to work with you or someone you care about. I offer professional advice and a personal relationship. Also, I am a CFP® professional and an EA (Enrolled Agent), licensed by the U.S. Treasury, which allows me to prepare your tax return and represent you before the IRS.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.

Address:
Phone: (804) 426-4662
Email: moc.laicnanifnaihtoldim@guod
Parking: Lot
State: VA
City: Midlothian
categories: tax preparation service, accountant


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