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Business Profile

Financial Planning Consultants

Davis Wealth Management, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(603) 715-2335Write a Review

About

Overview

Davis Wealth Management, LLC

10 Fayette Street

Concord, NH 03301

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See Hours
Operating Hours
9:00 AM - 5:00 PM
8:30 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
8:30 AM - 1:00 PM
By Appt. Only
Closed

Find a Location

Davis Wealth Management, LLC has 3 locations, listed below.

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    BBB Accreditation & Rating

    Davis Wealth Management, LLC is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    BBB Accredited Since: 11/23/2008

    Years in Business: 19

    Products and Services

    Annuities, Estate Planning, Financial Education, Financial Planning, Income Planning, Insurance Planning, Investment Advice, Investment Planning, Life Insurance, Long Term Care Insurance, Money Management, Retirement Investing, Retirement Planning, Social Security Maximization, Tax Planning, Wealth Management

    Photos and Videos

    • image description not provided by submitter

    Business Details

    Local BBB:
    BBB Serving New Hampshire
    BBB File Opened:
    6/18/2007
    Business Started:
    3/29/2007
    Business Incorporated:
    3/29/2007
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    S.G. Davis Financial Group, LLC

    Additional Contact Information

    Principal Contacts
    Mr. Sean Tole, Owner
    Customer Contacts
    Mr. Sean Tole, Owner
    Fax numbers
    Primary Fax: (603) 715-2439
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of 9146314 for this business, issued by New Hampshire Insurance Department. The expiration date of this license is 1/31/2027.

    New Hampshire Insurance Department

    21 S Fruit St STE 14

    Concord NH 03301

    603-2712261

    BBB records show a license number of 9146314 for this business, issued by New Hampshire Insurance Department. The expiration date of this license is 1/31/2027.

    New Hampshire Insurance Department

    21 S Fruit St STE 14

    Concord NH 03301

    603-2712261

    BBB records show a license number of 6360178 for this business, issued by FINRA

    FINRA

    1735 K St NW

    Washington DC 20006

    301-5906500

    • Steve Davis has a Series 65 Uniform Investment Advisor license and a New Hampshire Insurance license.


      Sean Tole has a Series 65 Uniform Investment Advisor license and a New Hampshire Insurance license


       

    Additional Information

    Other Resources
    New Hampshire Secretary of State - Bureau of Securities Regulation
    25 Capitol St Rm 317A
    Concord NH 03301
    Phone Number: (603) 271-1463
    Business Categories
    Financial Planning Consultants, Financial Services, Life Insurance, Financial Consultants, Wealth Management, Fee Only Financial Advisor, Financial Advisor Support Wealth Management

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