Broker Check
 

           

                     

Daniel Davis

501 North Salem Street
Suite 202

Apex, NC 27502

(919) 362-4889

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Government Securities
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance