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