At Davis Wealth Management, New Yorkers have been receiving insight and assistance with all things financial since 2006.
“Our top priority is making sure our clients are very well taken care of and receive the utmost care and attention they need when making important decisions,” said owner George Davis, who has been in the business for 10 years.
Located at 34-19 Broadway, Suite 2 in Astoria, the financial planning firm offers individuals and small businesses advisory services and also specializes in comprehensive retirement planning and other alternative investments. Davis added that his firm also covers other client insurance needs such as life insurance, health insurance, annuities and long-term care. Additionally, as a Certified Wealth Strategist, Davis works with clients to help “create, grow, preserve and protect their wealth by providing objective advice and solutions.”
When asked what sets Davis Wealth Management apart from other similar firms, Davis said clients can feel at ease knowing they are in good hands, especially during rough economic times.
“We give personalized service to everyone,” he said. “All clients have my cell phone number and know how to get a hold of me and we get back to them usually in two hours or less.”
Davis further added that unlike other bigger firms where one must call a 1-800 number before speaking to someone, everyone at his firm makes sure all clients are a priority.
“I take pride in knowing all my clients, family and their personal situation,” Davis said.
Davis Wealth Management is an independent, full-service financial firm not affiliated with any banks or parent company, which Davis said makes them completely flexible to providing their clients with proper solutions.
“Our approach is to first figure out what the client needs, then we figure out what product is best in the market to provide them with that solution,” Davis said.
Interested individuals are offered a complimentary first consultation that acts as a two-way interview.
“We sit down and get to know the client’s situation and see if it’s a good fit for us,” he said. “Then they interview me to see what I’m about and see if they can work with me and I see if I can help them.”
For more information, call 718-721-2111 or visit daviswm.com.
– Alexa Mae Asperin
