FINANCIAL PLANNING SERVICES

  • Net worth and asset allocation analysis
  • Education planning and 529 plans
  • Retirement planning and cash flow analysis
  • Employee stock option analysis
  • Planning for tax, estate and charitable giving needs*

INVESTMENT SERVICES

  • Individual stocks and bonds
  • Mutual funds and unit investment trusts
  • Exchange traded and closed-end funds
  • Davenport Asset Management—offering various professionally managed investment strategies
  • Fixed and variable annuities
  • Certificates of deposit, money market and cash management service

INSURANCE SOLUTIONS

Davenport’s team of dedicated insurance specialists is available to offer independent and objective advice for life insurance, long-term-care insurance and disability income insurance. Areas of expertise include:

  • In-force policy reviews
  • Provider company evaluations
  • New policy design, selection and placement 

*Davenport & Company LLC does not provide tax or legal advice; please consult your own professional for guidance on these matters.