Davis Financial Service Inc
Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides
tailored financial services to both individuals and businesses with a focus on personalized
service. We value our clients and find that our customer focused environment sets us apart. For
each of our clients we strive to create financial stability and security to provide financial
independence.
Further, we have specialized experience in helping business owners establish new business
reti...
Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides
tailored financial services to both individuals and businesses with a focus on personalized
service. We value our clients and find that our customer focused environment sets us apart. For
each of our clients we strive to create financial stability and security to provide financial
independence.
Further, we have specialized experience in helping business owners establish new business
retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while
seeking to improve performance of plans through proper investment selection.
Our team is ready to help you work towards your financial goals. We help to create a portfolio from a
wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks,
Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other
Alternative Investments.
Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides
tailored financial services to both individuals and businesses with a focus on personalized
service. We value our clients and find that our customer focused environment sets us apart. For
each of our clients we strive to create financial stability and security to provide financial
independence.
Further, we have specialized experience in helping business owners establish new business
retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while
seeking to improve performance of plans through proper investment selection.
Our team is ready to help you work towards your financial goals. We help to create a portfolio from a
wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks,
Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other Alternative
Investments.
Unbiased, Objective advice on your financial future just stands out.
Let us provide an independent perspective on your financial goals.
Our staff consists of experienced professionals with a "hands on" approach to financial planning.
Jerry Davis and John Mayfield, are CERTIFIED FINANCIAL PLANNER™ professionals and are ready to help
create the financial future that you deserve. Not only will you find our tea
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