Jon N. Davidson
Portfolio Manager/Financial Advisor
Davidson Securities
4721 Ridge Road
Cazenovia, NY 13035
 

 

Investing on your own is a challenging and daunting task, even for the most savvy investor. With the thousands of investment choices available to investors, it takes a professional with knowledge and experience to select the investments that will best suit your portfolio. Davidson Securities can provide that expertise and help you stay focused on your long-term financial goals.

Our focus is one of managing client's portfolios using a fee based discretionary program offered through Cadaret, Grant and Company. Additionally we offer various investment alternatives, i.e. Stocks, Municipal Bonds, Corporate Bonds, ETF's, Mutual Funds, and Variable annuities.

 

 

Keep in Mind

Considering Retirement? Rolling over a 401 (k)? Have a rollover question? Please call

Ready to rollover a CD? Have you considered Tax Free Municipal Bonds?

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