Davis Financial Management
About the Business
Davis Financial Management is a reputable finance and insurance agency located at 2105 South Bascom Avenue in Campbell, California, United States. With a team of experienced professionals, we provide personalized financial planning and insurance solutions to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or protect your assets, our experts are here to guide you every step of the way. Trust Davis Financial Management to provide you with the expertise and support you need to secure your financial future.
Photos
Location & Phone number
2105 S Bascom Ave Ste. 350, Campbell, CA 95008, 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
"I hate leaving negative reviews, but I want to warn any prospective clients not to waste their time here unless they are substantially wealthy. I believe they only scheduled an appointment for us because I told them my husband worked for Google and they must have seen $$$. I was very pregnant at the time and hoping to come up with a plan to set aside funds for my little one's future, save for retirement and pay off our credit cards. The meeting ended up being a complete waste of time and the basic information they provided was the same I had found online. Once they discovered my husband was a security officer without a massive compensation package, they were no longer interested in helping us. I told them I would gladly pay their fees to help us set up a plan and they declined. It was heartbreaking to say the least. Please avoid this company if you make less than the typical upper-class silicon valley salary with a good stock plan."
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