Davies Wealth Management opens in Sea Ranch Lakes, FL

 
FT. LAUDERDALE, Fla. - Sept. 5, 2014 - PRLog -- Davies Wealth Management, a Florida based wealth management firm, moved its offices to Sea Ranch Lakes, 4747 North Ocean Blvd, Suite 240, Sea Ranch Lakes, Fl.

“Sea Ranch Lakes has experienced revitalization in the past 10 years and provides an excellent geographic location for us as we pursue a growing number of new business opportunities,” Mr. Davies said.

The move stems from Davies Wealth Management unprecedented growth in the last year and will enable Davies Wealth Management to maintain closer contact with its clients and serve them better.

Wealth management is an extremely service-intensive business – one where client service is a must-have, particularly in the post financial crisis era. As the company grows, Davies Wealth Management can better serve its clients with its new, larger space, access to the newest technology, expanded website, and a continued long-term investing approach. Davies Wealth Management will be hosting in house seminars in regards to, asset protection, identity theft protection, and tax efficiency.

Davies Wealth Management is a registered investment advisor whose principals have been serving clients nationally for over 5 years. The firm is registered with the state Securities Exchange Commission. Davies Wealth Management investment professional holds the Certified Fund Specialist® (CFS) designation. They are dedicated to helping investors make informed financial decisions, work through financial challenges, and build and preserve wealth.

Contact
Thomas Davies
***@tdwealth.net
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Tags:Financial Planning, Retirement, 401k, Investments, Wealth Advisor
Industry:Financial
Location:Ft. Lauderdale - Florida - United States
Subject:Companies
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