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David Calliott, CFP Financial Advisor: Davenport & Company
Your Trusted Partner for Personalized Financial Planning and Investment Strategies
5(5 reviews)
$$$
Business
financial-advisor
financial-advising
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About David Calliott, CFP Financial Advisor: Davenport & Company
David Calliott, CFP, at Davenport & Company provides expert financial advisory services in Virginia Beach, helping clients achieve their financial goals with personalized planning and investment management. As a Certified Financial Planner, David offers responsive, professional guidance to ensure your money is safe and on the right track. Serving individuals and families, this firm focuses on building long-term relationships through knowledgeable advice and tailored strategies.
Business Info
Location
477 Viking Dr Suite 200, Virginia Beach, VA 23452, USA
Services Offered
Financial Planning
Comprehensive personal financial plans tailored to your goals and risk tolerance.
Investment Management
Professional management of investment portfolios to optimize growth and security.
Retirement Planning
Strategies for saving and investing to ensure a comfortable retirement.
Tax Planning
Advice on tax-efficient strategies to minimize liabilities and maximize returns.
Estate Planning
Guidance on wealth transfer and estate management to protect your legacy.
Reviews
5(5 reviews)
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