Certified Financial Planner For Greenfield Locals
Our financial services in Greenfield help you discover your long term financial goals, including environmental, social, and governance investing. We offer financial services and wealth-building solutions to fuel your financial plan and your future.
The Davis Financial Group provides wealth management and general investment guidance, regardless of where the investments are held, while creating financial plans for each of our clients.
Using a concierge-style approach, we work with our Greenfield clients to create a comprehensive financial plan that aligns with who you are, what you have, and what’s important to you. We revisit and revise your plan over time to make sure you not only achieve your financial goals but build confidence, clarity, and a legacy along the way.
Whether you are looking for financial advice, investment strategies, or retirement planning, we offer a wide range of services to clients in the Berkshire and Franklin counties.
We call Western Massachusetts our home and are committed to providing our neighbors with knowledge, confidence, and guidance for their investing decisions.
Our Connection to Greenfield
We are more than just Greenfield financial planners; we are your colleagues, community members, and neighbors. The Davis Financial Group team truly lives a values-based lifestyle with our involvement in the greater Greenfield community.
Allen Davis, CFP/Managing Partner of The Davis Financial Group, lives in Amherst with his wife, Dr. Judy Davis, a family therapist and author. Allen is a dedicated member of the Pioneer Valley Symphony in Greenfield, MA. For over 25 years, Allen has played in countless accompaniments and supported classical music and arts development in Western Massachusetts.
Joanna Ballantine, Financial Services Representative at The Davis Financial Group, spends her spare time on the Board of the Kestrel Land Trust, which serves the entire region, including the Franklin and Berkshire counties. The Kestral Land Trust's mission is to conserve, care for, and connect you to the forests, farms and riverways of the Pioneer Valley.
If you are interested in sustainable investing or socially responsible investing (SRI), contact one of the team members at The Davis Financial Group to find out more information on how SRI investing can fit into your financial plan.
Values-Based Financial Planning for Greenfield and Beyond
Above all, we take pride in our connection to Greenfield as financial advisors and community members.
Let’s talk about how we can help you achieve your financial goals and live the life you desire and deserve. To set up a complimentary consultation, please contact us or give us a call at 413.584.3098. We look forward to hearing from you!
Get In Touch With Us
Let’s talk about how we can help you achieve your financial goals and live the life you desire and deserve. To set up a complimentary consultation, please fill out the form below, email us or give us a call at 413.584.3098. We look forward to hearing from you!