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        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.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Location
        Located on the second floor of Sea Ranch Lakes Plaza
        Associations
        Certified Fund Specialist
        Other Link

        http://www.tdwealth.net

        Categories
        Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants

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        Details

        Phone: (954) 353-6198

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

        Website: http://www.tdwealth.net

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