Brendan Crews
Investment Adviser Representative at Daviman Financial LLC
- Role
- Investment Adviser Representative at Daviman Financial, Llc
- Location
- Westfield, IN, US
- LinkedIn followers
- 500 followers
About Brendan Crews
We help clients develop financial plans based on a goal oriented design. This allows us…
Experience
Investment Adviser Representative
Jan 2017 — Present · Indianapolis, IN, US
Daviman Financial, LLC is an Independent, fee-based Registered Investment Adviser (RIA) based in Indianapolis, Indiana. With education and process at our core, we help our clients identify and address concerns in almost every aspect of their financial life including investment management, retirement, education, estate, tax planning, and risk management. Working together to help focus and prioritize their goals, we design a unique, coordinated strategy, resulting in better financial outcomes and peace of mind.For more information please visit out website at https://davimanfinancial.com/
Skills
- Long Term Care Insurance
- Investment Strategies
- Health Insurance
- Disability Insurance
- Financial Services
- Retirement Planning
- Estate Planning
- Employee Benefits
- Risk Management
- Mutual Funds
- Sales
- Leadership
- Life Insurance
- Iras
- Roth Ira
- Fixed Annuities
- Small Business
- 401k Rollovers
- Investments
- Long-Term Care
- Insurance
- Relationship Management
- Retirement
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