AgencySource

Work at Davenport & Associates? Claim this listing with a work email on the listing domain or a DNS TXT record.

Davenport & AssociatesNo reviews yet · Be the first to reviewWrite a review

Client reviews

Written by clients and checked before they go live. Agencies cannot edit them or the score.

Worked with Davenport & Associates? Be the first to review.

Score quality, schedule, cost and whether you would refer them, then say what they did best and what could be better. It takes about three minutes, and buyers read every word.

  • Checked before it goes live
  • The agency can reply, not edit
  • Your email is never shown
Write the first review

About Davenport & Associates

Davenport & Associates is a trusted wealth management and retirement planning firm based in Norwalk, CT, serving clients nationwide. With over 30 years of experience, our independent advisors help all retiring Americans and families maximize retirement income, explore tax-efficient strategies, and protect legacies through personalized planning—including retirement income solutions, asset utilization, and efficient wealth transfer to heirs or causes you care about. We also offer estate planning solutions serving families nationwide. Led by John F. Davenport, Esq., a licensed attorney in New York and Connecticut with services like revocable living trusts, wills, powers of attorney, healthcare proxies, and much more!

Services

Capabilities listed on this profile.

Insurance Services & BrokersFinancial Advising & PlanningTax Law

Pricing

Self-reported by the listing.

Min. project
$1,000+
Hourly rate
$200 - $300 / hr

Team & locations

Questions & answers

Ask Davenport & Associates about fit, budget or process before you reach out.

No questions yet. Ask about minimum budgets, who runs the account, or how they report results.

Sign in to ask a question. Questions are checked before they appear.

Similar agencies