In the News – March, 2016 Gilbert E. Davis, CPA, Partner and Managing Director of *CSD Financial, has received the Five Star Professional Wealth Manager award for the FIFTH CONSECUTIVE YEAR!
*CSD Financial is a wealth management and financial planning firm operated by Gil Davis, CPA,/PFS
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He offers both individual and corporate Services. Individual services include investments, financial plans, retirement plans, estate plans, college plans, insurance services and elder care planning. Corporate Services include retirement plans, 401(k) plans, retirement plan asset management, employee education, buying/selling insurance and ownership transitions.