|Steve Davis, CFP|
Steve concentrates in the area of retirement planning. His counseling focuses on helping retirees and those about to retire avoid common financial mistakes. He also helps younger families with other aspects of financial planning such as college funding, insurance protection and investment advice.
Steve is a graduate of Bentley College where he majored in Economics and Finance. He holds the Certified Financial Planner designation, proving his competency in areas such as retirement planning, employee benefits, investments and estate planning.
Steve lives in Mansfield with his wife Sandy and their four boys.
|Certified Financial Planner |
Financial Planning, Retirement Savings, College Savings Accounts, Life and Disability Insurance
Boston, MA (Stoughton)
22 Old North Trail