Patrick T. Davis
CSA®, Certified Senior Advisor, 24 YEARS
- Insurance Planning
- IRA/ Annuity Guidance
- Wealth Advisors
Thank you for stopping by. You are in the right place. My goal with every client is to create safe and secure financial solutions through education, mutual trust, and respect.
We have the partnerships, the experience, and the financial product portfolio to solve and assist any scenario.
I and my network of associates focus on maintaining the highest level of customer service and attention to detail possible, and on seeking to deliver the most effective technology, reporting tools and analysis to every client.
Our team is comprised of people with different kinds of finance experience and we all have a common commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on precise expertise, unbiased recommendations, impartial guidance, and a world class customer experience.
How we help:
- Retirement Income Planning
- Disability Income Insurance
- Short Term Care Insurance
- Long Term Care Insurance
- Key Person Life Insurance
- Dividend Paying Whole Life Insurance
- Life Insurance to Fund Family Trusts
- IRA and 401k Rollover
- Lump Sum Annuities
Carriers and Partners
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Patrick T. Davis, CSA®
Certified Senior Advisor (CSA®)
24 Years of Service
Conyers, GA 30012
NPN: 7137980 GA LIC: 620653
Call: (404) 729-3438
Serving the Citizens of Georgia