Davis Jerry

Specialties

Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides tailored financial services to both individuals and businesses with a focus on personalized service. We value our clients and find that our customer focused environment sets us apart. For each of our clients we strive to create financial stabilityand security to provide financial independence.

Further, we have specialized experience in helping business owners establish new business retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while seeking to improve performance of plans through proper investment selection.

Our team is ready to help you work towards your financial goals. We help to create a portfolio from a wide range of financial products and services, including but not limited to IRA’s, Roth IRA’s 401k, Stocks, Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other Alternative Investments.