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      Davies Wealth Management

      ( 10 Reviews )

      Davies Wealth Management
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      Hours

      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
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      Verified Member
      5.0 - (10 reviews)
      10
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      0
      0
      0

      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 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:
      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
      Thursday: 8:00 AM - 5:00 PM
      Friday: 8:00 AM - 5:00 PM

      Q How is Davies Wealth Management rated?

      A Davies Wealth Management has a 5.0 Star Rating from 10 reviewers.

      Key Contacts

      image
      Thomas Davies
      Wealth Advisor
      772-210-4031
      [email protected]

      Hours

      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
      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM

      Ratings and Reviews
      Davies Wealth Management

      Overall Rating

      Overall Rating
      ( 10 Reviews )
      10
      0
      0
      0
      0
      Write a Review

      Joseph De La Cruz on Google

      image These guys are great to work with. They go the extra mile to assist clients.

      Thurman Mintz on Google

      image Mr Davies was very responsive to all my needs and questions
      highly recommend his company

      ROSEANN BIRCH on Google

      image Thomas Davies has been an excellent portfolio manager as well as someone that has my complete and full confidence. He is always available for a phone call when I have a question. His reporting system is very clear and accurate. I would highly recommend his services to anyone.

      Don Karney on Google

      image I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.

      Jonathan White on Google

      image Thomas really works to understand his clients needs and provide a plan for the future and not just investment options. Hes compassionate and very knowledgeable!

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      Overall Rating

      Overall Rating
      ( 10 Reviews )
      10
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