Reviews for Davies Wealth Management

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Aug 2024
Davies Wealth Management is a privately owned financial planning firm established in 2009. The firm is independent and doesn't have ties to banks or financial institutions. They operate on a "no commission" policy, receiving fees directly from clients. Davies Wealth Management offers a range of services including investment strategies, retirement planning, 401k and IRA management, estate planning, and tax planning. Clients praise the firm's personalized approach and the founder's high level of professionalism and expertise. They highlight the ability to explain complex financial concepts clearly and the use of modern technology to enhance the planning process. Clients also value the firm's dedication to staying current with industry trends and providing valuable tips and insights.

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From Davies Wealth Management

Davies Wealth Management specializes in strategies to maximize your wealth and financial independence. Our area of expertise range from investments, retirement planning, 401k's, IRA's, estate planning, and tax strategies. Davies Wealth Management was established in 2009 by Thomas Davies. The firm was set up because Thomas saw there was a real need in the Florida area for affordable, professional financial planning advice.We are one of a select group of advice practices that are truly independent. We are privately owned. We do not have financial links to any bank or other financial institutions. We have a strict "no commission" policy. The only fee's we receive are direct from clients.