Dave Moses CFP® RICP®

Managing Partner

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I am licensed to sell insurance in: MA, RI, ME, and CA. Dave Moses, Domiciled in MA, CA Insurance License #0K14109. Securities services are offered through Statera Financial, LLC, a Registered Investment Advisor in the State of Massachusetts

Send me a message by filling out contact form or calling me at (781) 540-1733.

Dave Moses



Phone (781) 540-1733
Fax (774) 206-3162