Davis Capital Management - Jacksonville, Florida

Address: 4788 Hodges Blvd STE 201, Jacksonville, FL 32224.
Phone: 9042230510.
Website: daviscapitalsite.com
Specialties: Financial advisor, Financial consultant, Financial planner, Investment company, Investment service.
Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Davis Capital Management

☎️9042230510

⏰ Open Hours of Davis Capital Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Davis Capital Management

Introduction: Davis Capital Management, located at 4788 Hodges Blvd STE 201, Jacksonville, FL 32224, is a highly reputable financial services company that has been providing exceptional investment and financial planning solutions to its clients since its establishment.

About the Company

Location and Contact Information: Situated in Jacksonville, Florida, Davis Capital Management is easily accessible and can be reached by phone at 904-223-0510 or through their website at daviscapitalsite.com. The company is dedicated to ensuring that its clients receive the highest quality service and personalized attention.

Specialties and Services:

Financial advisor
Financial consultant
Financial planner
Investment company
Investment service

Accessibility and Onsite Services: Davis Capital Management is committed to providing an accessible environment for all clients. The office features a wheelchair accessible entrance, parking lot, and restroom, ensuring that individuals with disabilities can easily access the services provided.

Client Testimonials and Reviews

With a total of 19 reviews on Google My Business, Davis Capital Management boasts an impressive average rating of 5/5, reflecting the company's dedication to client satisfaction. One client, a single mother and educator, praised Troy Lerche for his exceptional financial guidance and thorough explanations, instilling complete confidence in her financial future.

Many other clients have reported similar positive experiences, noting the personalized attention and expert advice provided by the team at Davis Capital Management. This strong reputation for excellence has made the company a trusted name in the financial services industry.

Why Choose Davis Capital Management

For individuals seeking a reliable and knowledgeable financial advisor, Davis Capital Management stands out as the ideal choice. With a focus on personalized service, expert guidance, and a commitment to accessibility, the company has earned a well-deserved reputation for excellence in the financial services industry.

Whether you are seeking financial planning, investment advice, or simply looking for a reputable financial consultant, Davis Capital Management offers a comprehensive range of services designed to meet your unique needs and goals.

Final Recommendation

We strongly recommend contacting Davis Capital Management to learn more about their services and how they can assist you in achieving your financial objectives. Visit their website at daviscapitalsite.com or call 904-223-0510 to schedule a consultation and take the first step towards a more secure financial future.

👍 Reviews of Davis Capital Management

Davis Capital Management - Jacksonville, Florida

Kari D.

5/5

I have been a client of Davis Capital Management for two years. Troy Lerche has been wonderful to work with. Being a single mom and educator, I full confidence in Troy's advice and financial guidance in preparing me for my future and eventual retirement. Troy takes the time to explain everything thoroughly to me and is very quick to respond to my needs or concerns.

Patrick B.

5/5

We highly recommend Davis Capital Management. John Murphy, CFP, has been outstanding in all interactions, professional and knowledgeable in helping us meet our investment goals. My wife and I are both retiring at the end of the year and John has established a strategy that makes us very comfortable that we have our money in the right hands. On top of that, John takes the time to explain his thought process and reasoning behind his investment strategy, which is greatly appreciated. We would not hesitate in recommending him to our family and friends.

Becky D.

5/5

I’m a retired teacher preparing for our future. I don't understand money and investments so I’m so thankful for Troy and Davis Capital. Troy explains everything so thoroughly and in terms I better understand. The best part of our relationship is that we are confident that he has set us on a course for a comfortable retirement!

Paul C.

5/5

I believe that Davis Capital Management works hard to provide solid service to their financial planning clients. Their team is always a pleasure to work with.

Ian E.

5/5

I had my money with another financial advisor for a long time, experiencing limited growth and feeling like just a number. I decided to consult a different advisor and found Troy at Davis Capital Management. He made me feel comfortable about moving my money and introduced long-term strategies for future planning. He contacts me quarterly, and I’m very pleased with the attention and growth of my investments.

Jeff K.

5/5

Troy Davis and his team are my choices for financial services!

Davis Capital Management is a group of consummate professionals who can answer all questions, explain recommendations, and engage in discussion to best understand and meet client's needs. I find their advice well researched, and the team's experience is unmatched by anybody in the area.

Troy and company handle my retirement and investment accounts because I trust them, and their continued performance exceeds my expectations and gives me financial peace of mind.

Megan A.

5/5

Trusting Davis Capital Management with my financial planning and investments has been a wonderful decision. Their help with retirement planning in particular has stood out. The staff is attentive, brilliant and dedicated; it makes the process seamless. Thank you Davis Capital!

Leed S.

5/5

Davis Capital Management treats their clients like family and does an outstanding job managing funds in both good economic times and bad. I highly recommend Troy Davis and his team.