DC
David Calliott, CFP Financial Advisor: Davenport & Company
Expert financial guidance for a secure and prosperous future in Virginia Beach.
5
Business
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Expert financial guidance for a secure and prosperous future in Virginia Beach.
David Calliott, CFP Financial Advisor at Davenport & Company, provides personalized financial planning and investment management services to individuals and families in Virginia Beach. With a focus on client education and long-term security, the team offers professional, responsive advice to help clients achieve their financial goals. Known for their knowledgeable approach and commitment to safety, they build trusted relationships to guide clients on the right track toward financial prosperity.
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Comprehensive personal financial plans tailored to your goals and risk tolerance.
Professional management of investment portfolios to optimize growth and security.
Strategies for saving and investing to ensure a comfortable retirement.
Advice on tax-efficient strategies to minimize liabilities and maximize returns.
Guidance on wealth transfer and estate management to protect your legacy.
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Overall rating
Kenneth Smith
Jacob Glasser
Talya Bandary
Bo Friddell
Knowledgeable and professional, he tells you what you need to know to get on the right track!
Lee Cook
David is very responsive and professional! Your money will be safe with him. I highly recommend him for your financial needs!.
