Managing Partner, CFP®
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.
Phone: (781) 540-1733
Fax: (774) 206-3162