About the Business
At Davie Financial Services, our mission is to help protect assets and create wealth for our clients. Our team provides comprehensive risk management and analysis services, as well as financial and strategic planning, to individuals and businesses. We strive to provide budget-conscious protection that is tailored to each case. Furthermore, we offer a variety of personal protection products and services such as auto, home, condo, boat, landlord/dwelling fire, and personal liability insurance, retirement planning, life, annuities, health, supplemental, and long-term care insurance. All of this is done with integrity and the highest regard for the client's needs.
Our team at Davie Financial Services is highly experienced and knowledgeable in the field of risk management and asset protection. We understand that each client has unique needs and are committed to providing the best possible service. Furthermore, we are dedicated to helping clients make sound financial decisions that will benefit them in the long run. We strive to ensure that each client's investments are properly protected and that their wealth is maximized to its fullest potential.
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- Davie Financial Services, Inc. was founded as a single location insurance agency named Davie Insurance Agency. Davie Insurance Agency opened their doors in July 1999 with the exclusive focus of insurance related products, carrying on a 25-year tradition of family owned insurance professionals. Davie Financial Services, Inc. was then formed in April 2004. This corporate formation allowed the agency to expand into other areas of service for Ohio area residents and their families, friends, coworkers, business associates & acquaintances. Services have now been expanded to offer a one-stop shop for many of your insurance needs (both business & personal), financial management & investing, individual/small business consulting & coaching, and tax preparation (focused on individuals and small businesses). We continue our focus on the expansion of our services to attempt to provide a well-rounded service for YOU, the customer.
- (614) 367-0291
- 1607 Brice Rd, Reynoldsburg, OH 43068
- Visit Website
Opening Time
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Mon
9:00 AM - 6:00 PM
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Tue
9:00 AM - 6:00 PM
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Wed
9:00 AM - 6:00 PM
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Thu
9:00 AM - 6:00 PM
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Fri
9:00 AM - 6:00 PM
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Sat
Closed
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Sun
Closed