DAVIES INVESTMENT GROUP

We provide a detailed analysis of our clients' current financial condition. An investment strategy is then developed, utilizing state of the art technology in preparing retirement income projections, estate planning, wealth transfer, and education need analysis by working closely with the experts in the Benjamin F. Edwards home office... Our Approach. We accomplish our mission by aligning our employees towards the relentless pursuit of our client-first mission and vision every day. Our business model incorporates progressive technology and high-quality industry partnerships. It is a model built on a cultural foundation that is entrepreneurial, which enables us to adapt dynamically as our clients' needs change and our industry evolves... The Davies Investment Group of Benjamin F. Edwards & Co. operates on the principles of trust, integrity, and mutual respect as they work with you and your family to develop an investment approach that is designed to meet your financial goals and..

Primary location: Painted Post United States