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Caviness Financial Advisors - 4 Reviews - 15455 Dallas Pkway, Suite 600, Addison, TX - Accounting & Bookkeeping Reviews - Phone (972) 764-2714

Caviness Financial Advisors

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15455 Dallas Pkway, Suite 600
Addison, TX 75001
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(972) 764-2714
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Reviews

( 4 )
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Best

After interviewing other financial advisors I choose David Caviness to guide me into better investments and his record is impressive. He has a calm and non pushy business acumen ...

Worst

All reviews seem positive

Financial peace and profit from David Caviness. 2/11/2007

After interviewing other financial advisors I choose David Caviness to guide me into better investments and his record is impressive. He has a calm and non pushy business acumen that is timely and comfortable. I trust and recommend David Caviness to evaluate, prescribe and manage your wealth for peace and profit. more

Personalized Service and Excellent Results!!! 1/27/2007

David asked all of the right questions and offered advice and solutions. I am happy to say that I am now more informed as to what my money is doing and I am confident in his recommendations. David is very professional and does not pressure. Good client contact, smart advice and solid results! Pros: Good contact, attentive to needs, personalized service more

Best Financial Advisor ever! 1/15/2007

David has been our financial advisor for several years, and we could not ask for anyone better! I would highly recommend Mr. Caviness for all of your business advisory needs. more

Discipline and Experience 1/10/2007

Whether regarding a life change that required an update to my financial plan or simple questions about allocating my 401(k) at work, David is clearly objective and non-emotional. He maintains specific investment principles and philosophies which he does not deviate from. I have been thoroughly impressed with David's discipline and experience. Pros: Very professional and prompt more
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Editorial

  • Independent financial advisor offers services to individuals, families and businesses, including retirement and estate planning, asset management, tax-managed investments and more.

  • 2/14/2007 Provided by Citysearch

Additional information

  • Hours:

    Mon-Fri 8am-8pm
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