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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
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Preparation of personal financial statements, business financial statements, investment planning and retirement planning:
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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