Richard Davies

Richard Davies focuses in the
following client markets or areas of practice:

  • AUM
  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Unmarried Couples
  • Women's Financial Planning Issues

NAPFA Start Date

June 10, 2020

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This Office

51 Sawyer Road, Suite 600 Waltham, MA 02453 Phone: (617) 547-6717 Fax: (617) 830-0822