Case | Sabatini - Innovative. Dynamic. Accounting.

470 Streets Run Road
Pittsburgh, PA 15236
P: 412-881-4411
F: 412-881-4421

 

            

                                                            

July, 2018  Gilbert E. Davis, CPA, Partner and Managing Director of *CSD Financial, has received the Five Star Professional Wealth Manager award for the SEVENTH CONSECUTIVE YEAR! 

Gil’s FiveStar Spotlight

*CSD Financial is a wealth management and financial planning firm operated by Gil Davis, CPA,/PFS

Please take a few minutes to review our service offerings and let us know if we can assist you and/or your company.

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.