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9955 Karlov Ave Skokie, IL 60076

Phone:

  • Office: 773-669-8775
  • cell 630-723-1161

E-mail:

  • james.davis@davisfinstrat.com

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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Newsletters

  • Insurance Gaps May Pose Risks for High-Net-Worth Households

    It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.

  • ETFs Are Closing the Gap with Mutual Funds

    Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.

  • Eight Great Investing Quotes

    This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.

  • After the Loss of a Loved One, Watch Out for Scams

    Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.

More Newsletters »

Securities and Advisory Services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed Insurance products and services are separate from and not offered through Commonwealth.

Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No Offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

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