Davis Financial Strategies, LTD

Specialties

James F. Davis and Davis Financial Strategies, LTD specialize in wealth management and developing retirement income strategies. We operate on the principles of integrity, objectivity, and depth of experience. In addition, we value our relationships with each client and work hard to keep your trust. We answer client calls/​texts/​emails when available, or reply to messages within one business day.

History

Established in 2012.

With over 17 years of financial services experience, James F Davis has built a strong Financial consulting firm. 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.

Meet the Business Owner

James D.

Business Owner

DFS develops portfolios ranging from ultra-​conservative to aggressive.

Today James specializes in retirement income strategies and wealth management. He offers a full range of world-​class products, including fixed-​income solutions and alternative investments. As a Financial Consultant he lays out options, discusses the pros and cons of each, and then crafts a portfolio that helps his clients meet their individual goals.

Born in downstate Illinois, James received a degree in finance from Western Illinois University. As part of his belief in the importance of giving back, he has raised more than $ 20,000 for the Leukemia and Lymphoma Society and continues to support charitable causes. In addition to studying the financial markets he is a self-​described «foodie» and, an athlete who has completed numerous «fun runs» and triathlons, including two half Ironman triathlons (Vineman and Steelhead).

He is an enthusiastic Cubs, Bears, Bulls, and Blackhawks fan.