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Wayne R. Davies, Esq., CFP®, ChFC®

Davies Wealth Management Strategies, LLC

288 Main St
Milford, MA 01757-2521
Phone: (508) 478-2600
Fax: (508) 473-4041

Toll-free: (800) 648-1000

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Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Visit www.DaviesWealthMS.com for additional details.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.