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 deposit, 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.