Davis Capital Management

Financial Planners, Investing, Financial Advising

4788 Hodges Blvd STE 201, Jacksonville, FL 32224

Reviews for Davis Capital Management

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  • Aug 2024

    Davis Capital Management, located in Jacksonville, Florida, is a fee-only fiduciary that prioritizes their clients' financial goals. They offer services such as retirement planning, 401k rollovers, and personalized financial and tax strategies. The company is committed to providing excellent service, anticipating future needs, and offering honest and transparent financial solutions. One client praised the company for their assistance during market swings, noting that they helped talk them off the ledge and reminded them to stick to their retirement plan. Another client highlighted the seamless process and expertise of the staff in handling retirement planning. Troy Davis and his team are described as consummate professionals who can answer all questions, explain recommendations, and engage in discussion to meet clients' needs. Their advice is reported to be well-researched and their experience is unmatched in the area. Clients trust Davis Capital Management with their retirement and investment accounts, and have found their continued performance to exceed expectations and provide financial peace of mind.

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Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

accessible parking near entrance ada-compliant main entrance open to all

Ratings

Google Google: 5/5 Facebook Facebook: 5/5

Davis Capital Management

4788 Hodges Blvd STE 201, Jacksonville

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