Specialties
About Me
Mike is dedicated to helping his clients focus on what is most important to them.
He helps develop a clear plan to accomplish their goals, take action toward achieving these goals, and monitors their progress along the way. He has built this practice with a focus on helping families and business owners identify and pursue their best possible financial opportunities. He has strategically aligned the firm with some of the strongest resources in the financial industry. This ensures that his clients have access to world-class teams dedicated to designing solutions to meet their unique financial goals. Mike has over 30 years of experience in financial services. He is a Chartered Life Underwriter (CLU®), Certified in Long-Term Care (CLTC®), Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Mike has been a qualifying member of the Million Dollar Roundtable (MDRT**) beginning in 2014, including several years as a Court of the Table and Top of the Table member. Mike is also a member of the National Association of Insurance and Financial Advisors (NAIFA) as well as several local chambers of commerce. He received his Bachelor of Science degree from Drexel University.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, CLU®, ChFC®, CLTC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Michael Davis is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4399503), CO, CT, FL, ID, IL, IN, MA, ME, MI, MN, MT, NH, NJ, NV, NY, PA, RI, SC, TN, TX, and VT. No insurance business may be conducted outside the states referenced. As a New York Life Agent, Michael Davis is licensed and authorized to offer insurance in California, but BRIGHT FUTURE FINANCIAL, LLC may not be. For additional information on California licensure status, please click here. Michael Davis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 975 Merriam Ave Ste 200, Leominster, MA, 01453, 978-534-0130. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, ID, IL, IN, MA, ME, MI, MN, NH, NJ, NV, PA, RI, TX, and VT. No offers may be made or accepted from any resident outside the specific states referenced. Michael Davis is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, FL, ID, IL, IN, MA, ME, MI, MN, NH, NJ, NV, PA, RI, TX, and VT. As such, these services are strictly intended for individuals residing in the states referenced. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.