At Finley Davis Financial Group, we do more than coordinate your finances and manage your investments. As your wealth management group, we ensure that every detail regarding your finances is considered and planned for accordingly. Our services range from business planning to executive compensation and from tax planning to philanthropic giving. We offer all the necessary tools, services, and expertise to guide you toward your financial and personal dreams.
Our clients need solutions personalized to them - not canned financial plans from large corporate structures. Our firm offers flexible and innovative solutions customized to the needs of our clients. We listen carefully, think strategically, and offer solid investment advice, so our clients reach their goals.
At Finley Davis, our clients come first. We understand that personalized wealth management requires a thorough understanding of our client's finances and goals. Therefore, we emphasize building relationships with our clients that last over the years. We are a team you can count on now and for many years to come.
Our wealth management group specializes in creating innovative, custom solutions that integrate insurance, tax, and financial insights. We offer the following services for our clients to effectively build and manage their wealth.
• We provide a single source for all your financial and essential documents
• $75,000 minimum securities-backed line of credit with fast cash
• Interest-only revolving line of credit with competitive rates
• Simple no-fee application
• $2500 account minimum earning competitive interest
• FDIC Insured investment account with overdraft protection
• Free check and debit cards with free worldwide ATM access
• $500,000 minimum loan amount
• Competitive LIBOR based pricing with point buy down options
• 100% financing in lieu of down payments requirements
• Professional investment management for trust assets
• A wider array of investments than traditional trust institutions
• Shifts complex, burdensome responsibility away from family member or friend to a trusted financial advisor to manage trust assets
At Finley Davis, we know your time is of the essence. So, we toss the pre-made templates and put your relationship with us first. Our wealth management group thinks critically about each aspect of your financial life and creates solutions personalized to your goals. While our financial solutions employ a host of cutting edge tools and strategies, our principles are straightforward. We advise, protect, and manage your wealth for your personal and financial success.
To get started with our wealth management services, please contact us today.