Dixon, Davis & Company
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- Firms:
- Dixon, Davis & Company
- Sponsors
-
- Address:
-
1027 Pandora Avenue
, Victoria, BC V8V 3P6
, Canada
- Corporate Phone:
- 250.413.3230
- Email:
- Contact Firm
- Website:
- http://www.dixondavis.com/
Dixon, Davis & Company are financial planners. This means they are consultants in all matters involving money: where it comes from, how hard it works during your lifetime, what it can do for you, and where it goes after death. They respond to client requests for information, clarity, and guidance, and prepare objective reports on a fee-for-service basis.
Their Services:
- Cash Flow and Income Tax Management
- Retirement Planning
- Investment Allocation
- Risk Management
- Business Planning
- Estate Planning and Trustee Services
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Services:
- Budgeting & Forecasting
- Cash Flow Management
- Bank Reconciliation
- Financial Statements
- Profit Analysis
- Purchase & Sale Valuations
- Business Start-Up Advice
- Retirement & Estate Planning
- General Financial Planning
- Investment Planning
They offer customized financial planning and investment management services to meet the unique needs of each individual. In all instances, their wealth management services are provided on a fee-only basis, meaning that no commissions or referral fees are accepted or paid to any source.
Their Services:
- Retirement Planning
- Goal Funding
C. Geraci & Company specializes in helping clients manage risk through money management, investment and savings. The firm focuses on tax, estate, retirement and comprehensive wealth management services to assist clients in achieving their goals.
Their Services:
- Tax, retirement, estate and investment planning on a comprehensive or need-specific basis
Ivy M. Davis, CPA offers a wide range of services to individual and business clients. Because this firm is relatively small, clients benefit by getting personalized, quality service that is beyond comparison.
Services:
- Financial Planning & Financial Advisor
- Tax Planning
- Tax Preparation
- Tax Services
Professionals at Davis & Company, CPAs let you realize your full business potential. They can either offer services on an as needed basis, or can provide you with a full turn-key solution.
Their Services:
- Accounting Services
- Payroll Services
- Financial Planning
- Tax Services
- Business Consulting
Dixon Hughes Goodman is recognized as one of the largest certified public accounting firm in the Mid-Atlantic and among the top 30 nationally ranked firms. In addition, members of the firm are annually recognized by their peers as “Super CPAs”, a listing compiled by Virginia Business magazine.
Mission:
THE MISSION of our firm has been to provide outstanding service and meaningful guidance in the areas of income tax planning, tax return preparation, accounting and business management to a select number of clients who require and value personal service, superior technical expertise and a professional staff who is attentive to their needs.
Products of Dixon, Davis & Company:
