Helping you achieve financial successby TheSpecTV | 243 days ago | 248 page views
In: TheSpecTV, TheSpecTV Family & Lifestyle
It says a lot about character that the founders of SD Davis and Associates left well established jobs for big business insurance and financial firms to serve the personal needs of their neighbors in Ancaster.
It also says a lot that the Sean Davis put his own family name on his business, guaranteeing that the services they offer reflect directly on him as a person. That’s what personal finance and insurance advising is all about. It’s a personal relationship between you and a broker that you can trust.
With 20 years of experience working for big insurance and financial firms, founders Sean Davis and Mark Levitt know how to navigate the world of finances and bring that expertise into your daily life. They aren’t just going to sign you up for a plan over the phone, these guys make home visits and make themselves available to really learn what it is that is important in your life and can teach you how to protect and grow those things.
It is true that many financial products and insurance plans don’t differ too much wherever you might go, but what does make the difference is a broker that knows your needs and knows what is going to work for you. How is a big bank or insurance company going to provide for you if they don’t take the time to make personal calls and say hello when they see you on the street?
SD Davis and Associates are not just your financial advisors and insurance brokers, they are your neighbours and are people you can trust.