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Our mission is to support our clients’ financial goals by helping them to make thoughtful and informed decisions tailored to their objectives. This is driven by our commitment to you:
• Be reliable, responsive and trustworthy
• Listen first, then advise
• Serve as a trusted partner for the long-term


Located in Bristol, Connecticut, Davis Financial has a client base that is growing and dynamic in scope. No matter if you're around the corner or across the country we're here to help you.

The investment climate today has never been more exciting or challenging. To take advantage of all of the available opportunities investors need an understanding of which investment products are most appropriate for the attainment of their goals and objectives, as well as a relationship with a trustworthy financial advisor who has a clear understanding of their needs.

By keeping your objectives in focus, staying in contact with you throughout changing market conditions, and to consult with you to make investment adjustments as economic or lifestyle conditions warrant we maintain a constant commitment to putting you, our clients, first.

 

Call today, 203-349-5974

 

Copyright © 2020, Davis Financial, LLC. All rights reserved.
Jeffrey Davis is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC.
6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771.
Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm.
Davis Financial LLC is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.
Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered.
Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products
available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

Link to: Client Relationship Summary: CRS