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Ivy M. Davis, CPA, PFS, CFP®

Ivy Davis, CPA, PLLC

48 Quintree Ln
Melville, NY 11747-1826
Phone: (631) 385-4465
Fax: (631) 385-4559

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.