10 Bay Road
Hadley, MA 01035
The Davis Financial Group, LLC is a collaboration of seasoned financial professionals – each with his or her individual practice and specialty. A closer look reveals an alliance that is indeed greater than the sum of its parts. Clients work with an individual financial professional of their choice, yet they benefit from the group’s collective expertise.
Our unique approach involves working closely with our clients to help them Understand, Grow, Preserve, Value, and Share what they have.
We specialize in fee-based financial planning for individuals, business owners and non-profit organizations.
The Davis Financial Group, LLC is proud to represent Charter Oak Insurance & Financial Services, Co. (Charter Oak). In business since 1886, the firm counts itself among the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual).
Charter Oak continues to grow in ways that help me better serve my clients and community. Its team of over 200 professionals serves more than 77,000 individuals, families and businesses with insurance, financial services and fee-based financial planning (1).
The agency holds more than $4 billion in client policy and account values (2) and nearly $13 billion in life insurance coverage inforce (3).
All information as of 3/01/13.
Charter Oak’s extensive network of specialists, as well as its alliances with banks, law firms and accounting firms throughout the Northeast are benefits we are happy to extend to our clients. Through our relationship with Charter Oak, we are able to enhance the individualized attention you receive from us with the depth and resources of a larger firm.
It’s just one more way we’re stronger together.
(1) An insured, owner, or payer of a MassMutual policy or contract.
(2) Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
(3) Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.