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.
About Davis Capital Management
Davis Capital Management, located in Jacksonville, Florida, is a fee-only fiduciary that prioritizes their clients' financial goals. They offer services such as retirement planning, 401k rollovers, and personalized financial and tax strategies. The company is committed to providing excellent service, anticipating future needs, and offering honest and transparent financial solutions. Clients appreciate the professionalism and knowledge of John Murphy, CFP, who helps them meet investment goals with clear explanations and thoughtful strategies. Troy Davis and his team are known for their thorough advice, long-term planning, and regular communication, making clients feel confident about their future. Many clients have experienced seamless processes, personalized attention, and investment growth, which have given them peace of mind for retirement.
Reviews
After several candidates, we have have acquired Davis Capital Management for our financial management firm. Their staff is very thorough and well organized. They are very attentive to our needs and desires for our future financial planning needs and have been outstanding in their support after the initial registration. Both Troy Davis and Troy Lerche have been maticulously involved with our journey and their guidance and support has been exemplary.
I’ve had a great experience working with Davis Capital Management. They’ve helped me with retirement planning, financial planning, tax planning, and managing my investments, and the guidance has been outstanding. The advisors truly know what they’re doing and are both knowledgeable and professional. Most importantly, they make me feel secure and confident about my financial future. I highly recommend them to anyone looking for trusted financial advice.
Photos
Hours
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed
Good to know
- accessible parking near entrance
- ada-compliant main entrance
- open to all
Location
4788 Hodges Boulevard Ste 201, Jacksonville, FL 32224
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