Michael Davis is a well-known financial educator in the Northeast Florida area. His retirement planning workshops have been attended by hundreds of people seeking straight, no nonsense advice on how to accumulate and protect wealth. His goal is to educate people on “How Money Works”. He believes that education is THE answer, guiding people to make informed decisions. Mike has been advising clients on how to avoid making costly mistakes for over 30 years. People who consult with him often find that they lower their tax bills, reduce taxes on social security income, increase their estates and obtain better protection for their financial future.
Founder Mike Davis, is often sought by local and national media for his extensive knowledge on long-term financial planning and retirement income strategies. He has appeared on CNBC, Fox News, CBS Action News 47, and has been quoted in Smart Money magazine, the AARP Bulletin, Jacksonville Times Union and various other publications.
Mike and his wife Linda have resided in Orange Park since 1983. They stay busy with their two grown children and five grandchildren. Mike is involved in his local community supporting Toys for Tots, American Cancer Society, MS Society, and numerous other charities. He is a Vietnam Veteran and also an active member of his church. When Mike isn’t working to improve his client’s financial situation he enjoys boating and golf.
Mike is an Investment Advisor Representative offering advisory services through Global Financial Private Capital, an SEC Registered Investment Advisor. Mike has been achieved the prestigious ChFC® Chartered Financial Consultant designation from the American College. Mike is also a Registered Financial Consultant and a member of the International Association of Registered Financial Consultants. He has been a licensed insurance agent since 1980 and is licensed in several states. Davis Financial Services, Inc. is a member of the Clay County Chamber of Commerce and the Northeast Florida Better Business Bureau. Mike is also a Court of the Table member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.
If you have been looking for straight forward advice and wondering who to talk to, you have come to the right place. Mike will be glad to meet with you.
Visit our website: www.davisfinancialservicesinc.com
Davis Financial Services, Inc* (904) 276-3900* 358A Stiles Ave., Orange Park, Fl. 32073
Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor; Insurance products are sold through Davis Financial Services, Inc. Securities transactions for Global Financial Private Capital, LLC clients are placed through Fidelity Investments.