Community
Encouraging Engagement In The World Outside
All of us here are committed to certain values: integrity, honesty, objectivity, respect, thoroughness, empowerment of others, and openness to many approaches.
As much as possible, we also encourage engagement in the world outside — community service helps create a better world for all of us.
Organizations we have supported in the past include:
- University of Massachusetts Fine Arts Center
- University of Massachusetts Music and Dance Program
- Class Action
- Men’s Resource Center of Amherst
- Makhela – The Jewish Chorus of Western Massachusetts
- The Lander Grinspoon Academy
- The Jewish Community of Amherst
- Amherst Area Chamber of Commerce
- Berkshire County Chamber of Commerce
Special Events
We are excited to host opportunities that allow us to thank our clients, and to invite other friends to spend some time with us in a festive, stimulating environment.
Reach
Expertise
Resources
The Davis Financial Group, LLC is proud to represent Charter Oak Insurance & Financial Services, Co. (Charter Oak). In business since 1886, the firm counts itself among the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual).
Charter Oak continues to grow in ways that help me better serve my clients and community. Its team of over 200 professionals serves more than 70,000 individuals, families and businesses with insurance, financial services and fee-based financial planning (1). The agency holds more than $3.6 billion in client policy and account values (2) and over nearly $12 billion in life insurance coverage inforce (3).
All information as of 3/01/11.
Charter Oak’s extensive network of specialists, as well as its alliances with banks, law firms and accounting firms throughout the Northeast are benefits we are happy to extend to our clients. Through our relationship with Charter Oak, we are able to enhance the individualized attention you receive from us with the depth and resources of a larger firm.
It’s just one more way we’re stronger together.
(1) An insured, owner, or payer of a MassMutual policy or contract.
(2) Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
(3) Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.