About TERRANCE P DAVIS CPA/PFS
TERRANCE P DAVIS CPA/PFS is a highly experienced financial expert with a wealth of knowledge and experience in various areas of finance, including taxes, retirement planning, and investment management. He has been serving clients for over 20 years, making him a respected and trusted advisor in the field.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial guidance and solutions
- Helps clients achieve their financial goals and objectives
- Creates tailored strategies for tax planning and preparation
- Offers retirement planning services
- Provides investment management services
- Gives advice on wealth preservation and asset protection
Facts and Insights
TERRANCE P DAVIS CPA/PFS has a deep understanding of the financial world and is constantly staying up-to-date with the latest trends and changes in the industry. His clients benefit from his knowledge and insights, helping them make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 20 years |
Financial Services Offered:
- Tax planning and preparation
- Retirement planning
- Investment management
- Wealth preservation
- Asset protection
Client Types:
TERRANCE P DAVIS CPA/PFS serves a diverse range of clients including individuals, families, small business owners, and high-net-worth individuals. He has the expertise to cater to the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
The fees and compensation structure of TERRANCE P DAVIS CPA/PFS is transparent and based on a fee-only model. This means that clients only pay for the services they receive, and the advisor does not earn commissions or fees from any product sales.
Background:
TERRANCE P DAVIS CPA/PFS has an impressive background in finance and accounting. He holds a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) designation, making him a highly qualified and knowledgeable financial advisor.
Financial Advisor Disclosures to Know:
As a financial expert, TERRANCE P DAVIS CPA/PFS is committed to providing his clients with transparent and honest advice. He does not have any disciplinary actions, customer complaints, or regulatory events on record, assuring clients of his professionalism and integrity.