Who We Are

 In today's complex world of employee benefits, professional assistance is needed in the development of a competitive benefits package. Additionally, a client needs the assistance to successfully manage these benefits. 

Listed as follows, find some of the standard services that Davidow Financial & Insurance Services, Inc. offers to each of its clients: 

Davidow Financial & Insurance Services, Inc. provides comprehensive Employee Benefit consulting/brokerage services including: 

Understanding our client's employee benefit needs and goals.

Designing and implementing a benefits package to meet those goals.

Creating and producing employee communication materials to take the burden off our client's administrative personnel. 

Conduct on-site employee orientations and administrative training sessions meeting the unique time constraints of each of our clients.

Provide complete client support through our in-house account/claims management personnel. 

Keep our clients up to date with monthly legislative updates relevant to human resource/benefit issues. 

Assist our clients with benefit design by preparing and analyzing Employee Benefit Surveys and benchmarking studies. 

Prepare "Hidden Paycheck" reports to help employees gain an appreciation for the value of their employer sponsored benefits. 

Provide on-line resources to access forms, policy information, links to insurance carriers, research data base, employee surveys, and enrollment services. 

Analyzing Risk

 Managing risk exposures is the key to unlocking the power of an organization's potential and capitalizing on its opportunities. Our leadership in risk transfer, risk financing, and captive management provides customers with a wide variety of options for dealing with the total spectrum of risk exposures. 


We help your company understand and establish the eligibility criteria that fits your needs. Who will be covered? When will they become eligible? How is eligibility established and reported? We also assist in eligibility problem resolution. 

Human Resources 

We develop and deliver benefit programs that help our clients attract and retain talented employees. With a fully integrated system, more and more clients are finding it easier to navigate through the complex world of human resources utilizing the WCGB HR Management System. 

Claims Issues 

As a result of having health insurance in today's market, claims issues often come up with PPO plans and some fee for service HMO situations. WCGB claims staff is part of a fully integrated service team. All issues are handled by our experienced staff of claims specialists. Our staff is trained to handle claims problems and issues with all insurance carriers utilizing the correct channels to expedite and resolve any issues. 

We provide industry expertise, technical know-how, and efficient thinking that can create solutions to meet our client's exact needs. This is what sets WCGB apart from the rest. 

Retirement Solutions 

We help our clients with offering the most current retirement programs in order to attract and retain the top employees.




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 Securities offered through Innovation Partners, LLC (Member FINRA/SIPC)

 Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210. Phone: (704)708-5461 Fax: (980)265-1555

Davidow Financial and Insurance Services, Inc. and Innovation Partners, LLC are not affiliated