Davis Financial Solutions is focused on providing the best in retirement planning and retirement income solutions for their clients. As part of the Monroe Insurance Agency, they have a long track record of great service, quality products, and financial experience. Founded in 1984 by Kerry Davis, and now operated by his son Jason, Monroe Insurance is a family-owned company that has been proud to serve the Monroe area for the last three decades.
Jason is a graduate of Campbell University, with degrees in Business Administration, Trust and Wealth Management, as well as Financial Planning. Jason’s passion is for helping individuals and the community as a whole, and the mission of his practice mirrors that. Jason and the entire team constantly strives to provide superior service and a personable experience to each and every client.
When you have questions about your retirement, your income, and your future, Monroe Insurance Agency and Davis Financial Solutions are there to help. Put their experience and commitment to work for you and to create a strategy of safety, security and guarantees t during your retirement years.
Jason Davis is proud to be affiliated with Tarkenton Financial, LLC, a national network of independent financial services professionals. Visit http://jdavis.tarkentonwebsites.com/
Jeremy studied Psychology and Marketing at Wheeling Jesuit University. He then moved to North Carolina to pursue a Master's of Business Administration (MBA) at Wingate University. Jeremy has worked in sales and customer service for over 15 years. His beautiful wife Kate works in Occupational Therapy and they have a young son named Jameson.
2602 W. Roosevelt Blvd.
Monroe, NC 28110
Click Here to Email Us
Licensed in North Carolina and South Carolina
Website by InsuranceSplash