Davenport Wealth Management LLC - Stuart (FL)

Warren S Tom and Jean are fantastic people. They have managed multiple generations of our families assets. They are super knowledgeable, always available and personable. If you need a financial advisor, this is the place to go. Highly Recommended!!!!

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

Ian C Always a wonderful experience getting my taxes done with karen at a better ledger, quick efficient and never a doubt in my mind they are done perfectly. I love the yearly comparisons on my breakdown I get every year. I can’t say enough amazing things about this company and Karen!!!

Joann Ball I have been using Helen for a few years now, she very professional, always available to answer questions. I would highly recommend her to anyone needing tax services.

Andrew Gibbons The staff at First Command in Pensacola are highly professional, experienced, and adaptive to your goals. Tory Sokul is willing to take the time to walk you through each step, making sure you fully understand the “why” behind your financial planning decisions. His dedication to providing you the tools to achieve your financial objectives are top notch. I highly encourage anyone (active duty, separated, retired, or otherwise) to reach out to First Command to learn about incorporating financial planning as early in your professional development as possible.

Janet Scherbekow All good! David knows his stuff and so do his employees!