Davenport Financial Group is a financial planner in Dayton, OH. They offer a range of services including wealth management, traditional stock and bond brokerage, professional money management, financial and retirement planning, market research, insurance, and public finance. With over 160 years of experience, they serve both individuals and institutions across generations. Their headquarters are located in Richmond, Virginia, with offices throughout the mid-Atlantic region. They have received a rating of 4.20 based on customer reviews.
At Davenport & Company, their approach is built on the belief that wealth management is timeless, focusing on the fundamentals of investment research and management despite market changes. The firm is independent and employee-owned, emphasizing personal service and building meaningful relationships with clients. They offer a variety of services such as traditional stock and bond brokerage, professional money management, financial planning, insurance, and public finance. Davenport Shares, their philanthropic initiative, supports local organizations through volunteer activities and dedicated company resources.
Davenport Financial Group has a well-optimized website that search engines read cleanly, making it easy for potential clients to find them online. Their strong standing in the community is reflected by numerous accolades, including being named a "Best Place to Work" and a "Top Workplace."
With over 160 years of experience, Davenport Financial Group stands as a trusted financial planner in Dayton, OH, offering comprehensive services that have been honed through decades of market expertise. Their commitment to building lasting relationships with clients underscores their leadership in the local financial planning community.