An investment advisor representative can assist with financial planning services and will work closely with you to help you achieve your financial goals.
Debt & Financial Services
We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. An investment professional can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.
Bankruptcy is one of the most frightening words to hear when you are running a business. However, our firm will help you through the entire ordeal while guiding you the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.
Investment Adviser Representative
15200 Hesperian Blvd., Suite 202
San Leandro, CA 94578
Investment and insurance products distributed by Genworth Financial Securities Corporation, member NASD/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA); investment advisory services are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Road, 7th Floor, Schaumburg, IL 60173; Phone: 888-528-2987.
Davis & Company is not affiliated with Genworth Financial Securities Corp or Genworth Financial Advisers Corp.
This is not a solicitation or sale for securities in any jurisdiction.
The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
Following are the states in which Daven Sharma is licensed:
Our office is conveniently located in San Leandro, just walking distance from the Bayfair Bart station -
15200 Hesperian Blvd., Ste. 202
(intersection of Hesperian and Thornally, State Farm Insurance building)
San Leandro, CA 94578