Bailey Davis

Investment Analyst at Abacus Planning Group - Columbia, SC, US

Bailey Davis's Colleagues at Abacus Planning Group
Kara Bestler

Client Services Administrator

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Corinne Hanna

Database Administrator and Process Coordinator

Contact Corinne Hanna

Alexa Kirby

Executive Assistant to CEO

Contact Alexa Kirby

Jessica Crosby

Administrative Assistant

Contact Jessica Crosby

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Bailey Davis's Contact Details
HQ
803-933-0054
Location
Company
Abacus Planning Group
Bailey Davis's Company Details
Abacus Planning Group logo, Abacus Planning Group contact details

Abacus Planning Group

Columbia, SC, US • 50 - 99 Employees
Financial Services

Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP®. Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams.Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions.Everything we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing "foundation laying" program. Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services. Call us, 803.933.0554, or visit our website to see what we are all about.

Financial Independence Planning Education Funding Investment Management Goal Setting Income Tax Review and Planning Estate Planning Cash Flow Management Financial Services Financial Advisory Services
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Frequently Asked Questions about Bailey Davis
Bailey Davis currently works for Abacus Planning Group.
Bailey Davis's role at Abacus Planning Group is Investment Analyst.
Bailey Davis's email address is ***@abacusplanninggroup.com. To view Bailey Davis's full email address, please signup to ConnectPlex.
Bailey Davis works in the Financial Services industry.
Bailey Davis's colleagues at Abacus Planning Group are Cheryl Holland, Charlie Hammer, Kara Bestler, Bethany Griffith, Corinne Hanna, Alexa Kirby, Jessica Crosby and others.
Bailey Davis's phone number is 803-933-0054
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