Davies Wealth Management

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684 SE Monterey Rd
Stuart, Florida 34994 - 772-210-4031
Hours
Chamber Rating
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Jaime Gonzalez
Jan 11th, 2024 -
Geoffrey Langbart
Aug 5th, 2023 -
Stephen Lombardi
Aug 3rd, 2023 -
Omar Abdel
Jul 19th, 2023 -
Don Karney
Jan 21st, 2023
About
Davies Wealth Management
Davies Wealth Management specializes in strategies to maximize your wealth and financial independence. Our area of expertise range from investments, retirement planning, 401k's, IRA's, estate planning, and tax strategies. Davies Wealth Management was established in 2009 by Thomas Davies. The firm was set up because Thomas saw there was a real need in the Florida area for affordable, professional financial planning advice.We are one of a select group of advice practices that are truly independent. We are privately owned. We do not have financial links to any bank or other financial institutions. We have a strict "no commission" policy. The only fee's we receive are direct from clients. Our complete independence means we remain objective and construct financial plans (or financial strategies). We recommend strategies, not products.
Contact Info
- 772-210-4031
Vidoes
Payment Methods
- INVOICE
Questions & Answers
Q What is the phone number for Davies Wealth Management?
A The phone number for Davies Wealth Management is: 772-210-4031.
Q Where is Davies Wealth Management located?
A Davies Wealth Management is located at 684 SE Monterey Rd, Stuart, Florida 34994
Q What is the internet address for Davies Wealth Management?
A The website (URL) for Davies Wealth Management is: https://www.tdwealth.net/
Q Is there a key contact at Davies Wealth Management?
A You can contact Thomas Davies at 772-210-4031.
Q What days are Davies Wealth Management open?
A Davies Wealth Management is open:
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Q How is Davies Wealth Management rated?
A Davies Wealth Management has a 5.0 Star Rating from 14 reviewers.
Hours
Ratings and Reviews
Davies Wealth Management
Overall Rating
Overall Rating
( 14 Reviews )
Jaime Gonzalez on Google
Thomas demonstrated a high level of professionalism and expertise throughout our engagement. From our initial consultation to the development of a comprehensive financial plan, their attention to detail and commitment to understanding my unique financial goals were evident.
One aspect that stood out to me was Thomas's ability to explain complex financial concepts in a clear and understandable manner. He took the time to patiently answer my questions, ensuring that I felt confident and informed about the decisions I was making.
Moreover, I found Thomas to be technologically savvy, utilizing modern tools and resources to enhance the efficiency of the financial planning process. This commitment to staying current with industry trends and technology was reassuring and demonstrated a dedication to providing a high level of service.
I am grateful for the guidance and peace of mind that Thomas Davies from Davies Wealth Management has provided me. Choosing them was undoubtedly a wise decision, and I look forward to continuing our successful financial partnership in the years to come.

Geoffrey Langbart on Google

Stephen Lombardi on Google

Omar Abdel on Google

Don Karney on Google
Overall Rating
Overall Rating
( 14 Reviews )Write a Review
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