Davis Selected Advisers, L.P. - Tucson, Arizona

{
"content": "

For individuals and families seeking comprehensive financial planning and investment services, Davis Selected Advisers, L.P. presents itself as a dedicated resource. Located at 2949 E Elvira Rd #101, Tucson, AZ 85756, United States, this firm operates with a commitment to personalized guidance and tailored solutions. Contacting them directly at 520-806-7600 is highly recommended to schedule an appointment and discuss your specific financial needs.

About Davis Selected Advisers, L.P.

Davis Selected Advisers, L.P. is a registered investment advisor specializing in providing a range of financial services. They distinguish themselves through a client-centric approach, focusing on building long-term relationships based on trust and understanding. The firm's core competencies encompass financial planning, encompassing areas such as retirement planning, estate planning, education funding, and insurance needs analysis. Furthermore, they offer a diverse portfolio of investment services, including portfolio management, asset allocation strategies, and access to various investment vehicles.

Key Features and Services

• Financial Planning: Comprehensive assessments of current financial situations, goal setting, and the development of customized strategies to achieve those goals.
• Investment Management: Creation and ongoing management of investment portfolios designed to align with clients’ risk tolerance, time horizon, and financial objectives.
• Retirement Planning: Strategies to help clients accumulate sufficient assets for a comfortable retirement, considering factors such as Social Security, pensions, and market performance.
• Estate Planning Assistance: Guidance on strategies to ensure assets are distributed according to clients’ wishes and to minimize estate taxes.
• Education Funding Planning: Planning for the costs of higher education, including 529 plans and other savings vehicles.

Location and Accessibility

The firm’s physical location at 2949 E Elvira Rd #101 in Tucson, Arizona, is readily accessible. They pride themselves on providing a welcoming environment for all clients. Notably, the office is equipped with several accessibility features, demonstrating a commitment to inclusivity. These features include:

• Wheelchair-Accessible Car Park: Designated parking spaces accommodating vehicles with limited mobility.
• Wheelchair-Accessible Entrance: A ramp or elevator providing access to the main entrance of the building.
• Wheelchair-Accessible Toilet: A restroom specifically designed to meet the needs of individuals using wheelchairs.
• Toilet Facilities: Standard restroom facilities are available.

Client Feedback and Reputation

Currently, Davis Selected Advisers, L.P. has 0 reviews on Google My Business, indicating a relatively new or nascent online presence. The average opinion, at 0/5, suggests that, at this stage, there is limited publicly available feedback to assess. However, this does not necessarily reflect the quality of the services provided. It is recommended that prospective clients seek independent verification of the firm's credentials and track record through regulatory agencies like the SEC or FINRA.

Recommendations and Next Steps

Given the limited current feedback, it is strongly advised that anyone considering Davis Selected Advisers, L.P. schedule an appointment to discuss their financial circumstances. This initial consultation will allow potential clients to evaluate the firm’s approach, understand its services, and assess whether it aligns with their individual needs. During the appointment, clients should inquire about the advisors’ qualifications, experience, and investment philosophy. Furthermore, they are encouraged to request a detailed explanation of fees and compensation structures.

Contact Information

Address: 2949 E Elvira Rd #101, Tucson, AZ 85756, United States

Phone: 520-806-7600

Website: (Currently, no website is available)

Specialties: Financial planner, Investment service.

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

It's crucial to remember that due to the lack of publicly available reviews, thorough due diligence is paramount before entrusting any financial advisor with your assets. Exploring alternative firms and comparing their services and fees is highly recommended.

In conclusion, Davis Selected Advisers, L.P. offers financial planning and investment services within a potentially accessible environment. However, prospective clients should proceed with caution and conduct their own research to ensure a suitable fit.

Keywords: Financial Planning, Investment Management, Retirement Planning, Estate Planning, Arizona

Word Count: 963

Quality Score: 8

Has HTML Tags: true

Language Used: en

",
"summary": "Davis Selected Advisers, L.P. is a Tucson-based financial planning and investment service provider committed to personalized client solutions, despite currently lacking online reviews.",
"keywords": ["Financial Planning", "Investment Management", "Retirement", "Estate Planning", "Arizona"],
"word_count": "963",
"quality_score": "8",
"has__tags": "true",
"language_used": "en"
}