Make informed financial decisions that align with your values and help you
achieve your goals. Cultivate both your assets and a sense of financial control.
Keep whole what’s most important to you--today, tomorrow and into the future.
Preserve what you have. Enjoy what you have. Plan today so that you can
share not only your wealth, but also your legacy.
That’s the power of planning.
Simply put, our role as financial planners is to help you become more knowledgeable and less anxious about your finances, and to
empower you to to make decisions that both feel right−and are right. By helping you understand, grow, preserve, value and share
what you have, our work together allows you not only to reach your goals, but also has the potential to transform your life.
Please call to speak to or set up an appointment with Allen Davis, CFP or Lou Davis, Financial Planner and Advisor
Monday - Friday: 9am - 5pm
Saturday: By appointment
Securities, investment advisory and financial planning services offered
through qualified registered representatives of MML Investors Services,
LLC, member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600,
Holyoke, MA 01040, Tel: 413-539-2000. The Davis Financial Group, LLC is
not a subsidiary or affiliate of MML Investors Services, LLC.