The Distad Clay Wealth Management Group
60 S California St #301, Ventura, CA 93001
It is our experience that a balanced long-term investment strategy generally builds wealth while effectively managing change and fluctuations in the market. While taking risks is a part of life and business, calculating the risk is what makes the difference. D.A. Davidson & Co., focuses on each client, whether an individual or business, and understands that each goal is an opportunity to engage in a dialogue. We commit our various resources to each client; and implement technology to provide advanced comprehensive solutions. Our advisors forge strong relationships with clients empowering them to progress along their financial path with confidence. D.A. Davidson remains dedicated to offering quality service and sound advice.
More Business Info
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: - Extra Phones
Fax: 805-676-4320
- Services/Products
- Timely, Personalized Service, Municipal Bond Investing, Wealth Management Processes, Conserative Options Strategies, Customized Retirement Strategies
- Payment method
- cash, master card
- Other Link
- Categories
- Investment Management, Management Training