Timothy J Davis
Timothy J Davis
Financial Advisor
(610) 492-7854
2800 W Passyunk Ave
Philadelphia, PA 19145
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My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

Professional Services
  • Financial Planning
  • Retirement Planning
  • Personal Financial Assessments
  • Wealth Management
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Life Insurance Planning
  • Investment Management
  • Long Term Care Insurance
  • Estate Planning