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Our Mission.....To Help You Work Towards Your Financial Goals.
Here at the Davis Financial Group we are committed to helping our clients become financially confident.
We are highly skilled in helping our clients assess their needs, establish goals and then providing the financial and insurance products that can work towards making those goals a reality. We are in the business of helping people become more independent.
Toward this end, the Davis Financial Group offers complete financial services, along with Life Insurance, Group Insurance and Employee Benefits packages. Our desire has always been outstanding services and to perform at the highest level of integrity. For over thirty years, the hallmark of Davis Financial Services has been outstanding personalized service, that is, and will always be true.
Davis Financial was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Our team's knowledge helps our clients move on a path toward their dreams and goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach that focuses on their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (217) 753-1005.
Prior to joining BOS Investment Services, Drew was the founder of the Davis Financial Group, where he worked with small companies and large corporations. This experience gives him insight into helping individuals and businesses address...
LPL Financial Advisor
Josh Jacoby began with Davis Financial Group in November of 2019. He is a recent graduate from Southern Illinois University Edwardsville where he received his bachelor’s degree in Economics & Finance. He is a fully licensed...
LPL Registered Representative
Kyle Fitzpatrick recently graduated from Illinois State University with a bachelor’s degree in Finance and a minor in Economics. Although he works mainly on the financial team as a licensed investment professional...
Max currently serves as an LPL Financial Advisor with the investment team. He graduated from the University of Missouri-St. Louis in 2018 with a degree in Political Science and a minor in Business Administration. He currently holds the...