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James Davis

Davis Financial Strategies LTD

 

Member profile details

Membership level
Regular Membership
Honorific
  • Mr.
First name
James
Middle Initial
F
Last name
Davis
Title
Financial Advisor
Company Name
Davis Financial Strategies LTD
Company Logo
Office Address
9955 Karlov Ave
City
Skokie
State
IL
Zip Code
60076
Phone
7736698775
Cell Phone
6307261161
Profile Photo
Bio
Been utilizing Financial Plans for over 20 years. Fiduciary asset management represents 65% of my business, while also using annuities, life, and long term care insurance. Office conveniently located 1 mile east of Old Orchard Mall. Fully licensed in many states.
Other Description
Seeking the right partners for a Multi Family Wealth Planning office that offers Tax planning, Legal services, and Financial Planning in one location.
Profession
  • Estate/Financial Planner
  • Insurance Provider

GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
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