The Distad Clay Wealth Management Group

Professional ServicesFinancial PlannerVentura, California

Contact

Address
60 S. California Street, Suite 301, Ventura, California, 93001
Phone
(805) 620-4702
Website
distadclay.com/
View on map →

Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

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.