FINANCIAL PLANNING SERVICES
- Net Worth & Asset Allocation Analysis
- Education Planning and 529 Plans
- 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
- 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 expertise 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.