For Employers
Institutional Retirement and Investment Services
What We Do
We work with employers to provide comprehensive benefit solutions to attract, retain, educate, reward and empower quality employees. Our services include consultation on the design of employer-sponsored retirement and executive compensation plans complemented by the implementation of solutions for administration, asset management, and employee education all through strategic relationships with industry leading institutions.
In addition, we provide organizations personal financial planning services specifically catered to the level of needs for all employees from key senior administrators to the general employee population.
Who We Are
Our Institutional Retirement and Investment Services division is comprised of a collaborative team of experienced financial professionals with specialties in retirement and pension plan administration (for non-profit 501(c)3, governmental, and small to mid-sized for-profit organizations), executive benefits carve-out plan design, financial planning and wealth-management for high net worth professionals, business owners and general investment services for individual clients.
To our clients we bring one of the most experienced teams of retirement plan specialists in the entire industry, with over 50 years of collective experience.
Unique Philosophy
Our approach involves working closely with our clients to help them Understand, Grow, Preserve, Value, and Share what they have. In addition, we believe it is our mission to meet the personal objectives of our institutional and individual clients, before those of the financial institutions we may represent.
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.