General Info

Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides tailored financial services to both individuals and businesses with a focus on personalized service. We value our clients and find that our customer focused environment sets us apart. For each of our clients we strive to create financial stability and security to provide financial independence. Further, we have specialized experience in helping business owners establish new business retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while seeking to improve performance of plans through proper investment selection. Our team is ready to help you work towards your financial goals. We help to create a portfolio from a wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks, Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other Alternative Investments. Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides tailored financial services to both individuals and businesses with a focus on personalized service. We value our clients and find that our customer focused environment sets us apart. For each of our clients we strive to create financial stability and security to provide financial independence. Further, we have specialized experience in helping business owners establish new business retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while seeking to improve performance of plans through proper investment selection. Our team is ready to help you work towards your financial goals. We help to create a portfolio from a wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks, Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other Alternative Investments. Unbiased, Objective advice on your financial future just stands out. Let us provide an independent perspective on your financial goals. Our staff consists of experienced professionals with a "hands on" approach to financial planning. Jerry Davis and John Mayfield, are CERTIFIED FINANCIAL PLANNER professionals and are ready to help create the financial future that you deserve. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your financial goals a reality. As your financial advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial goals.