Davis Financial Group

Name: Davis Financial Group
Address: 115 Seminole Avenue, Inverness, FL, 34450, US
Telephone: +13523412395
Price range: $$

Home
United States
Inverness, FL
Davis Financial Group

Call Directions Website Contact the business

Since it’s inception Davis Financial Group has helped many retirees minimize uncertainty and enjoy some of the best years of their life.

Since its inception Davis Financial Group has been helping clients right here in Citrus County minimize uncertainty and enjoy some of the best years of their life. We specialize in Financial Strategies for retirement, IRA exit strategies, and wealth preservation, all designed to secure and protect your income from excessive taxation and market uncertainty. Contact Davis Financial Group today to become a part of the family!

09/03/2026

🇺🇸 A Little Labor Day Note from Us 🇺🇸

As summer winds down and we head into the long weekend, we wanted to let you know that Davis Financial Group will be taking a short break to celebrate Labor Day.

Our office will be closed Friday, September 4th through Monday, September 7th, and we’ll be back, refreshed and ready to serve you, on Tuesday, September 8th.

Labor Day is more than just a day off — it’s a chance to honor the hard work and dedication that keep our communities strong. We hope you take this time to relax, enjoy the last days of summer, and spend it with the people who matter most.

From our family to yours, have a safe, happy, and well-deserved holiday weekend! 🎆

09/03/2026

Hi everyone,

One of our wonderful clients, Mary Ellen Craver, is directing an upcoming production at the Art Center Theatre — Songs of Celebration: America 250🇺🇸 — and we wanted to help support the show and share it with our Davis Financial Group family.

Davis Financial Group has purchased 10 tickets for the Sunday, September 20th performance at 2:00 PM, and we’d love to give them to any of our clients who would like to attend.

The show celebrates America’s 250th with music and entertainment, and we think it sounds like such a fun way to spend a Sunday afternoon — especially while supporting one of our own.

If you’d like tickets, just reply to this post or give our office a call. They’ll be available first come, first served until all 10 are spoken for.

We hope some of you can make it out and help us cheer Mary Ellen and the entire cast on! 🇺🇸❤️🤍💙🇺🇸

Warmly,
The Davis Financial Group Team

07/09/2026

We wanted to share an important update with you.

After many wonderful years with Davis Financial Group, Parker has made the decision to pursue a new opportunity that aligns with his personal goals and passions. His final day with us will be 7/23/26.

While we're certainly going to miss seeing him in the office each day (and Yoshi), we couldn't be more supportive of him as he follows his heart and takes this next step. We truly believe everyone deserves the chance to chase a dream, and we're excited to see where this new adventure leads him.

Parker has written a personal note that we'd like to share with you below.

We want to assure you that Heather, Valerie & Matt remain here and committed to providing the same exceptional service you've come to expect. If you have any questions or need anything at all, please don't hesitate to reach out—we're always happy to help.

Please join us in wishing Parker nothing but happiness and success in this exciting new chapter. He will always be part of the Davis Financial Group family, and we know he'll do great things wherever his journey takes him.

With gratitude,

The Davis Financial Group Team

Davis Financial Group
Email: [email protected]
Office Phone: 352-341-2395
Office Cell: 352-322-8866

07/04/2026

🎇 It's time to commemorate our nation's birthday, recognize the importance of community, and express gratitude to those who make it thrive — our valued clients and partners. ✨

Today, we come together to create lasting memories with family, friends, and neighbors, savoring the joy and freedom that this special day embodies.

🌟 We extend our sincerest appreciation to you and wish you a joyous celebration, filled with warmth, excitement, and cherished moments.

📸 Share your patriotic photos with us and let's commemorate this special day together!

06/21/2026

Here’s to the dads who can grill like a pro, tell the best (and worst) jokes, and always have our backs. 😄 Happy Father’s Day from all of us at Davis Financial Group — you make life better in every way!

06/20/2026

☀️ Hello, Summer! 🌊🌴
Today marks the Summer Solstice — the longest day of the year and the official start of the sunny season! 🌞✨
Here’s to warm evenings, beach days, backyard BBQs, and chasing sunsets that last just a little longer. 🌅💛
What’s on your summer bucket list this year? Let’s make it a season to remember! 🍉🌻

06/11/2026

📢 Friendly Reminder for Our Wonderful Clients

To make sure every message gets the attention it deserves, we ask that you please send all communications through our office instead of emailing Matt directly. This helps us stay organized and respond to you faster.

Here’s how you can reach us:

📞 Office Phone: 352-341-2395

📱 Office Cell: 352-322-8866

📧 Email: [email protected]

By routing your messages through our team, we can ensure nothing slips through the cracks.

We truly appreciate your cooperation and continued trust in us! 💙

— The Davis Financial Group Team

05/25/2026

On this Memorial Day, we honor and remember those who gave everything for our country. In their memory, we wish you a safe and peaceful day with loved ones. ❤️🤍💙

Davis Financial Group will be closed today in observance.

05/10/2026

Today, we celebrate the love, strength, and endless care that mothers and mother figures bring into our lives, recognizing the countless ways they nurture, guide, and inspire us every single day. 💐 From all of us at Davis Financial Group, Happy Mother’s Day! May your day be filled with joy, appreciation, and a little extra pampering—you deserve it more than words can express, and we hope you feel the warmth and gratitude from all whose lives you’ve touched.

05/04/2026

⛳ Celebrating the 6th Annual Birdies Fore Blessings!

We were honored to sponsor the 6th Annual Birdies Fore Blessings Charity Golf Tournament this past weekend on May 2nd, 2026 – and what an incredible day it was!

The day was filled with sunshine, camaraderie, ci**rs, and plenty of great shots (and a few fun mulligans 😉). Beyond the friendly competition, what truly stood out was the generosity and heart of everyone involved. 💙

A huge shoutout to the Citrus County Blessings for putting together such a well-run and impactful tournament, and to The Smokey Barrel Mobile Cigar Lounge for providing an amazing lounge and ci**rs. Thank you to everyone who came out to play, cheer, and donate. Together, we’re proving that when the community comes together, amazing things happen.

Here’s to more birdies, blessings, and brighter tomorrows! 🏌️‍♂️✨

Address

115 Seminole Avenue
Inverness, FL
34450

Telephone

+13523412395

Website

http://www.davis-fg.com/

Alerts

Be the first to know and let us send you an email when Davis Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Davis Financial Group:

Want your business to be the top-listed business in Inverness?