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Davis Financial is committed to assisting its clients achieve their own specific financial goals with respect to the accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis and the creation of a complete financial plan. You can rest assured that your engagement will receive dedicated and professional handling with the highest quality service possible.

As an Investment Advisor, we can assist you in the setting and realization of your long term financial goals and objectives through an objective process for a fee. The knowledge and resources available through our association to accomplish this are extensive, allowing us to customize a financial plan designed specifically for you.

Jeffrey Davis - Bio here

Call today, 203-349-5974

Copyright © 2016, Davis Financial, LLC. All rights reserved.
71 Suffolk Pl., Bristol, CT 06010 · Tel: 860-729-3648 · Fax: 860-582-3389 · eMail:
Jeffrey Davis is registered with and securities are offered through Kovack Securities Inc.Member FINRA, SIPC.
6451 N. Federal Highway, Ste 1201, Fort Lauderdale, Fl 33308 (954) 782-4771
Jeffrey Davis is registered in CT, FL, GA, IL, NC, and NY.
Advisory services offered through Kovack Advisors, Inc.
Davis Financial, LLC, is not affiliated with Kovack Securities, Inc. / Kovack Advisors, Inc.