Davis Financial Strategies, LTD.

Modern Financial Strategies for Chicago and the tri-state area

 

boutique financial services firm

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About James F. Davis

James F. Davis and DFS specialize in retirement income strategies and wealth management, operating on the principles of integrity and depth of experience. 

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Customized Financial Strategies

Our strategic approach begins with listening to you, clarifying the issues, focusing on the big picture and then developing a financial plan that’s right for your specific goals.

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Business Strategies

Succession Plans, Key Employee Protection plans and 401(k)s are just some of the services we have to help businesses work toward and maintain their strength

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Check the background of Investment Professionals associated with this site on FINRA's BrokerCheck: http://brokercheck.finra.org

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James F. Davis