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Beverly O. Davis  

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Our Services

We provide assistance in the following areas:

Investments

  • Bonds

  • Common Stock

  • Educational IRA

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Brokerage Accounts

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuity

  • Mutual Funds

  • Exchange Traded Funds

  • Alternative Investments

Financial Planning

  • Retirement Plans

  • 401 (k) Planning

  • 403 (b) Planning

  • College Plans

  • Profit Sharing Plans

Insurance

  • Partnership Protection Insurance

  • Life Insurance

  • Long Term Life Insurance

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