David Travis


    Focus: Insurance Strategies, Business Owners, Investment Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See David’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact David

    Springfield Satellite Office

    Satellite Office

    3000 Happy Landing Drive
    Springfield, IL 62711

    CRN201912-180567