Davis Capital Management, LLC
About the Business
Davis Capital Management, LLC is a finance and insurance agency located at 51424 Van Dyke Avenue in Shelby Township, Michigan, United States. Founded by Larry, a well-known financial planner in Southeast Michigan, the institution specializes in working with small business owners, post-divorce planning, and individuals transitioning into retirement. Larry has developed wealth management processes such as the PET FORMula™ and is actively involved in the Financial and Estate Planning Council of Macomb County and the Rochester Chamber of Commerce. Jessica, with 10 years of experience in office management in the real estate industry, joined DCM in 2015 and provides excellent client service. The institution focuses on serving successful individuals nearing retirement, utilizing a systematic approach to financial planning. Clients of DCM are described as genuinely nice people, and the institution can be visited at the Shelby Business Center on Van Dyke Avenue. Securities are offered through Sigma Financial Corporation, and investment advisory services are provided through Sigma Planning Corporation. Davis Capital Management is independent of Sigma Financial Corporation or Sigma Planning Corporation.
Photos
Location & Phone number
51424 Van Dyke Ave, Shelby Township, MI 48316, United States
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
Reviews
"When working with Larry you sincerely feel his interest in you and your future and it's a good feeling to know someone cares so much."
"Davis Capital Management is a trusted source for estate management, retirement planning or financial concerns after a divorce. Larry is a family man who will takes great care of your family."
"Larry has been my financial planner for over 10 years and his service and advice has been immeasurable. I particularly like that he is extremely knowledgeable about taxes and tax ramifications. If you are looking for a financial planner, Larry is the guy!!!"
"Davis Capital is a trusted expert when it comes to retirement planning and wealth management. I've known Larry for years and no matter who he works with he focuses on their goals and their needs and not his commissions. I highly recommend him to anyone looking for a trusted adviser."
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