Service Offered
Financial & Legal Services,
Financial & Taxation Services,
Investment Management
Samantha Sagers Davenport Financial Advisor
- Walnut Creek, CA
- 15 Years in Business
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15 Years
Samantha Sagers Davenport
I am one of the most distinguished Financial & Taxation Services in Walnut Creek, CA. I specialize in Business Entity Selection, Business Succession Planning, Estate Planning, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Income Tax Preparation, Investment Management, Retirement Planning, Tax Consultants Services, Risk Management Strategies, Insurance Strategies, Financial Education, Charitable Giving, College Funding StrategiesPreparing for that next step in life isn’t always easy. My combination of experience, professionalism, and access to various products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or simply looking for life, disability income, or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future.
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