Sarah Davis - Thrivent
725 North Highway A1A, Jupiter, FL 33477
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Located at 725 North Highway A1A in Jupiter, Florida, Sarah Davis - Thrivent is a finance institution dedicated to helping clients achieve financial tranquility. With a team of experienced professionals, we offer wealth management services that include tax analysis, planning timelines, investment strategies, and estate planning. Our goal is to understand what is important to you and create a plan that will have a positive impact for generations to come.
Licensed in multiple states including Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Illinois, Kentucky, Louisiana, Massachusetts, Maine, Michigan, Minnesota, North Carolina, North Dakota, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, and Virginia, we provide advice and guidance through our Financial Planning Framework. Our services include Dedicated Planning Services for clients looking for more in-depth recommendations.
Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. We do not provide legal, accounting, or tax advice, but encourage clients to consult with their own professionals in these areas. To learn more about our team of financial advisors and the services we offer, visit our website or FINRA's Broker Check.
Reviews
"Best in the business. Smart, personable and driven to provide exceptional customer service. Fantastic results."
"Very knowledgeable. Strategic. Helpful. Honest. Highly recommend."
"The best help"
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