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With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, I can help to provide you with solutions for your unique situation.


We have representatives licensed to sell insurance products in the following jurisdictions: CA, CO, FL, ID, MA, ME, NC, NH, NY, RI, VA, WY 


Joseph Davies, domiciled in MA , California Insurance Lic. #0J19181


We have representatives registered to offer securities in the following jurisdictions: CA, FL, MA, E, NH, NY, RI, VA, VT, MD PA, NC, TX, AZ, MO, CT, WY