- Net Worth & Asset Allocation Analysis
- Education Planning and 529 Plans
- Retirement Planning and Cash Flow Analysis
- Estate and Tax Planning
- Charitable Giving Needs and Donor Advised Funds*
- Corporate and Individual Retirement Plans
Investment Services
- Individual Stocks, Bonds, and Mutual Funds
- Davenport Asset Management – offering various professionally managed investment strategies
- Outside Asset Management Firms
- Money Market Funds
- Fixed and Variable Annuities
- Certificates of Deposit, Money Market & Cash Management Services
Insurance Solutions
Life insurance, long-term care insurance, qualified longevity annuity contracts and disability income insurance.
We also offer:
- In-Force Policy Reviews
- Provider Company Evaluations
- New Policy Design, Selection & Placement
* Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.