Davenport & Associates
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Overview
$1,000+
Min Project Size
150+
Avg Hourly Rate
2 - 9
Employees
1997
Year Founded
ABOUT DAVENPORT & ASSOCIATES
Trusted wealth & estate planning in Norwalk, CT
Davenport & Associates is a reliable wealth management and retirement planning firm located in Norwalk, CT, and serves clients across the country. With over 30 years of experience, our independent advisors assist retiring Americans and families in optimizing retirement income, investigating tax-efficient options, and safeguarding legacies through customized planning. This includes retirement income solutions, asset utilization, and effective wealth transfer to beneficiaries or charitable causes. We also provide estate planning services for families nationwide. The firm is led by John F. Davenport, Esq., a licensed attorney in both New York and Connecticut, and offers services such as revocable living trusts, wills, powers of attorney, healthcare proxies, and more!
LANGUAGES SPOKEN
English
HIGHLIGHTS
$1,000+
Min Project Size
150+
Avg Hourly Rate
2 - 9
Employees
1997
Year Founded
Services
Focus
Industries
Clients
Services Provided
59% Wealth Management
21% Retirement Planning Services
20% Estate Planning Services
About the Team
OUR STORY
The Impact Partnership LLC, based in Marietta, GA, operates as an independent third-party firm unrelated to Davenport & Associates. Their dedicated team members work exclusively for The Impact Partnership, emphasizing a clear distinction from Davenport & Associates, as there is no affiliation or control between the two entities. The firm's Research and Support team plays a specialized, limited role, engaging on an as-needed basis to provide assistance. Committed to personalized financial guidance, The Impact Partnership encourages clients to reach out via a contact form for inquiries or to arrange meetings, ensuring timely and direct communication with their knowledgeable team. This approach underscores their focus on independent, client-centered service.
Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
Average Hourly Rate
150+
