FINANCIAL PLANNING SERVICES

  • Portfolio & Asset Allocation Analysis
  • Education Planning and 529 Plans
  • Individual & Corporate Retirement Plans
  • Multi-Generational Planning
  • Foundations & Endowments
  • Retirement Planning and Cash Flow Analysis
  • Employee Stock Option Analysis
  • Planning for Tax, Estate & Charitable Giving Needs*

INVESTMENT SERVICES

  • Individual Stocks & Bonds
  • Mutual Funds & Unit Investment Trusts
  • Exchange Traded & Closed-End Funds
  • Davenport Asset Management — offering various professionally managed investment strategies
  • ManagerSelect — outside money managers
  • Fixed and Variable Annuities
  • Certificates of Deposits, Money Market & Cash Management Service

INSURANCE SOLUTIONS

Davenport’s team of dedicated insurance specialists is available to offer independent and objective advice for Life Insurance, Long-Term Care Insurance, and Disability Income Insurance. Areas of services include:

  • In-Force Policy Reviews
  • Provider Company Evaluations
  • New Policy Design, Selection & Placement 

*Davenport & Company LLC does not provide tax or legal advice; please consult your own professional for guidance on these matters.