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The Right Equation For You And Your Business.


 

 
 
 

Accurate and timely accounting information is a necessity for any successful business. Financial Group Plus can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service.

Investments - Investments Plus, LLC

All of our investment advisor representatives are licensed and fully qualified to handle your investment needs. We can help you build a portfolio with the right combination of stocks, bonds and mutual funds, or set up individual retirement plans, including traditional and Roth IRA's, plus tax-efficient college saving programs. We can also set up and manage business retirement and succession plans.

We’ll sit down with you and carefully review your current holdings and your future goals, then provide objective financial recommendations to help you reach those goals. If you have an existing plan, we can review and modify it, or recommend new strategies.

After your plan is set up, we will continue to monitor your progress and recommend changes if necessary.

Through a combination of market savvy and personal service, Investments Plus will help you meet your long-term financial goals.

 

 

 

Mark S. Davis, CPA/PFS is Securities Licensed in: PA, NJ, DE, NY, FL, CA, CT

Insurance Licensed in: PA, NJ, FL

 

 

 

 

 

 

Securities offered through Securities America, Inc.  Member FINRA / SIPC  Mark S. Davis, Registered Representative.  

Advisory Services offered through Securities America Advisors, Inc. an SEC Registered Investment Advisor,

Mark S. Davis, Investment Advisor Representative.

Investments Plus, LLC, Accounting Plus, LLP, Payday Plus, Inc, Benefits Plus, LLC, Computer Plus, Inc., Legal Plus, LLC,

Insurance Plus, Inc.  and Securities America are unaffiliated.

Securities America does not provide tax or legal advice.  Tax-law is subject to frequent change and any tax or legal information

provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive.

Mark S. Davis provides tax advice under Accounting Plus, LLP.

Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.