We are currently looking for a hardworking and self-motivated independent P&C Insurance Agent and Tax Accountant to work out of our Buffalo office on Harlem Road. If you or someone you know has 1-3 years relevant experience and is looking to work alongside a team of hardworking financial advisors, please give us a call at (716) 649-3083 for more information and email resume to jdavis@davisfinancialservice.com.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your objectives. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your objectives. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
Services
We are a full-service financial services firm committed to helping clients pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions towards reaching those goals with the right information.
At Davis Financial, we believe success for our clients comes through commitment. We are committed to maintaining the highest standards of integrity and professionalism. We are committed to knowing and understanding each of our client's financial situations and goals in detail. We are committed to providing our clients with only the highest quality of information, services and products to reach their goals.
Experience - Each of our associates has decades of experience developing specialty niches in financial planning. Together we have over 65 years of combined service. Options - as an independent financial planning firm we are free to consider all of the thousands of investment alternatives available today.
We ask only one thing of clients like you who are trying to figure out if they have the right investment strategy - Let us give you a no cost analysis on your investment portfolio. As "second opinion." Hopefully we will conclude that your current investments will give you enough money to retire. However, if by chance you are not on the right path to fully fund your retirement, then we can look at better income planning.
Davis Financial is looking for a high energy, detail-oriented, "go getter" who is willing to engage in building their own client base. This is a career, not a job. Davis Financial will give you the tools you will need and coach you along the way to become successful and financially independent.
You will be taught to have people open up to you about their personal finances, and be able to review and analyze their information to make recommendations for reaching their financial goals.Decide how to build your practice by choosing your clients and the markets you want to pursue. Have an opportunity to achieve financial independence with a rewarding career that can offer flexibility for family, friends and leisure-time activities.
You will be taught to have people open up to you about their personal finances, and be able to review and analyze their information to make recommendations for reaching their financial goals.Decide how to build your practice by choosing your clients and the markets you want to pursue. Have an opportunity to achieve financial independence with a rewarding career that can offer flexibility for family, friends and leisure-time activities.
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