Davie Financial Services, Inc. was founded as a single location insurance agency named Davie Insurance Agency. Davie Insurance Agency opened its doors in July 1999 with the exclusive focus of insurance related products, carrying on a 25-year tradition of family owned insurance professionals. Davie Financial Services, Inc. was formed in April 2004. This corporate formation allowed the agency to expand into other areas of service for Ohio area residents and their families, friends, coworkers, business associates & acquaintances. Services have now been expanded to offer a one-stop shop for many of your insurance needs (both business & personal), financial management & investing, and individual/small business consulting & coaching. We continue our focus on the expansion of our services to provide a well-rounded service for YOU, the customer.
Our agency was organized to provide the highest quality of service to our customers. We realize that our success depends on YOU and we strive to make sure you are completely satisfied with every service offered by our organization. We understand that it takes the efforts of every member of our corporation to make your experience exceptional. We understand that it is our responsibility to provide an educational environment for our clients that encourages knowledge of the products/services and provides a peace of mind. Our educational process includes a complete evaluation of your service requirements; explanation of all available products/services that may provide a solution for your service need; and may result in an implementation of a product/service plan. There is no greater feeling than to provide our clients with the best services possible. We strive to diversify, to make sure we maintain on the cutting edge of products/services, while offering comprehensive services.
Our mission is to be the best. To provide superior service to our clients by maintaining a highly professional environment and attitude in all that we do. To recognize that each client and each employee is very important. To always have balance in our personal and professional lives. Continue to grow in knowledge and understanding. To “Protect Assets and Create Wealth” for our clients.
Our staff of professionals consists of MBA’s, Accounting & Legal experienced professionals, Licensed Insurance & Series 6/63 Professionals, and more. Years of experience and a wealth of knowledge are at your service.