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      Details

      Providing The Highest Of Quality Service

      General Info

      In July 2009, Davies Wealth Management was founded. Davies Wealth Management is a fee-only financial planning firm that prides itself on unparalleled service and performance. Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action. We will have a written service commitment. Our goal is to provide upscale service with superb efficiency to our clients. Schedule monthly pro-active contacts, quarterly client reviews and semiannual face-to face meetings (when geographically possible). This 12-4-2 service ensures that we are an integral part of our clients' lives and they know we are the "go to people" to discuss any important financial matter.

      Contact Info

      Phone:

      Main - 954-353-6198

      Address:
      1600 S Federal Hwy Ste 901 Pompano Beach, FL 33062
      Email:

      Link:

      http://www.tdwealth.net

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      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants
      Location
      Located on the second floor of Sea Ranch Lakes Plaza
      Associations
      Certified Fund Specialist
      Data provided by one or more of the following: Thryv, Data Axle, Yext.