[Hidden-tech] Financial Planner

[Lou Davis]

OK, I'm a little bit biased here, but my father, Allen Davis, is a great resource to turn to for financial planning here in the Valley, both for personal guidance and/or for business assistance.

Allen is the President of The Davis Group, with offices in Hadley, right before the bridge on the corner of Rt. 9 and Bay Road.  He can be reached at 413-427-2782.

Sincerely,   

Lou Davis
Vice President
Market Street Research
(413) 374-3565

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---- Original Message ----
From: "Bruce G. Hooke" <bghooke at att.net>
Date: 1/25/07 6:25 pm
To: "hidden-discuss at lists.hidden-tech.net" <hidden-discuss at lists.hidden-tech.net>
Subj: [Hidden-tech] Financial Planner

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Hello all,


I have a friend who is looking for a financial planner in the valley
(ideally near Amherst (or in the Worcester area)) who can help her with some
retirement planning. She is a social worker and does not have tons of money
so she needs someone who is not too expensive. She does not need someone
"fancy" because she does not have the kinds of complex issues that people
with more money tend to run into. I'd like to avoid sending her to someone
who also offers investment services and the like because she needs to be
sure she is getting advice that is not biased towards some service or
investment the person is trying to sell. I realize this will mean paying the
person up front. 


She is distinctly left-leaning in her politics so someone who can understand
that perspective would be good!


Many thanks,
Bruce Hooke






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