Mark D. Daviau,  CFP<sup>&reg;</sup> - Financial Advisor

Mark D. Daviau, CFP®

ChFC, AEP,RFC

Financial Planner

MassMutual New York State

8378 Seneca Turnpike, Suite 2
New Hartford, NY 13413
(315) 941-5406 CONNECT WITH Mark
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General

Mark Daviau is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MassMutual New York State in New Hartford, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - RFC, AEP (2002), LUTCF, Certified in Business Succession

Insurance Licenses

  • Life insurance: NY,FL
  • Health/disability insurance: NY
  • Property/casualty: NY
  • Fixed annuities: NY,FL
  • Variable annuities: NY,FL

Broker-Dealer Affiliation

MML Investors Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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