Davis Financial
Financial Services • 
Mansfield, Massachusetts, United States • 21-50 Employees
Company overview
| Headquarters | 22 OLD NORTH TRL, Mansfield, Massachusetts 02048, US |
| Phone number | +15083379400 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Income Planning, Life And Disability Insurance, Company Retirement Plans And Employee Education, Ira And 401K Rollovers |
| Founded | 1990 |
| Employees | 21-50 |
Key Contacts at Davis Financial
Erika Davis
Owner
Tammy Davis
Independent Business Owner
Joe Davis
Director
Davis Financial Email Formats
Davis Financial uses 1 email format. The most common is {first initial} (e.g., j@davisfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@davisfinancial.com | 100% |
About Davis Financial
Davis Financial provides independent investment, insurance and financial guidance. The firm is owned by Steve Davis, a CERTIFIED FINANCIAL PLANNER™ who has been helping clients for more than 20 years. Davis has chosen to partner with LPL Financial, the largest independent brokerage firm in the United States* because of its investment in technology, objective research and open architecture investment platforms -- all of which provide significant benefits to both Steve and his clients. * LPL Financial is the largest independent brokerage firm in the country based on total revenue, as reported in Financial Planning magazine, June 1996-2010 Securities offered through LPL Financial. Member FINRA/SIPC
Davis Financial revenue & valuation
| Annual revenue | $2,224,430 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Davis Financial has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
Davis Financial has never raised funding before.
Davis Financial Tech Stack
Discover the technologies and tools that power Davis Financial's digital infrastructure, from frameworks to analytics platforms.
CDN
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JavaScript libraries
Security
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Miscellaneous
UI frameworks
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Australia
United Kingdom
Japan
Frequently asked questions
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