Our Difference – The Investment Process
Finley Davis Financial Group is an independent provider of financial investment services. Our experienced team believes we can leverage our considerable financial knowledge in order to provide our clients with a relationship based investment process. This process makes the investment experience and the relationship with your trusted advisor one you can count on for creating a long-term financial future.
Our goal is to help you articulate your personal needs and wants for you as an individual or business. Whether you are looking to sell your business, retire early or pay for college education, we help determine what is important to you. We design the ideal investment portfolio based on a financial plan that we help you implement.
We look at the whole investment picture.
If you go to an Insurance Broker for financial security you will get insurance solutions for your assets. If you go to a Certified Public Accountant, you will get tax solutions for your assets. At Finley Davis Financial Group, you get solid investment advice and innovative solutions that utilize insurance, tax, and financial solutions. We specialize in creating a custom portfolio for each of our clients. Just as no individual or business is the same, your investment portfolio should not be the same either.
We offer an extensive investment portfolio.
Our independent financial group has the flexibility of providing solutions that are not bound by a large corporate structure. This gives our firm the opportunity to offer unmatched service and investment offerings that create that “one-of-a-kind” portfolio for your financial success. We give our clients access to institutional money managers with institutional pricing.
If you think you may want to protect your assets, now or in the future, please give us a call at 541-342-2224 to schedule an appointment.