Lindsie Meese, AAMS

Vice-President
Investment Advisor Representative and Financial Advisor
Phone: (607) 324-2193
Email: [email protected]

About: Graduated from SUNY Empire State College with a Bachelors of Science in Business Management/ Economics and a concentration in Finance. She carries the Accredited Asset Management Specialist designation and has earned four professional securities and insurance licenses, is certified to sell/market the NYS Partnership for Long-Term Care Insurance, and acts as a Notary Public.

Mark Davidson

Vice-President
Investment Advisor Representative and Financial Advisor
Phone: (607) 324-2193
Email: [email protected]

About: Graduated with Honors at the State University College of Fredonia with a Bachelor of Arts in Political Science, minor in History and concentration in Business Administration. Mark became an independent financial advisor in 1985 and now concentrates on investment management. During his career, Mark has earned seven professional securities and insurance licenses. He taught in the Financial Services program at Alfred State College as an adjunct professor in 2002 and 2003. Mark also serves as a Registered Principal at Cadaret, Grant, & Co., Inc., providing oversight to other advisors. 

Kelly Burdick

Office Manager
Phone: (607) 324-2193
Email: [email protected]

 

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Maple City Financial Services, Maple City Savings Bank and Cadaret, Grant & Co., Inc. are separate entities. Not a deposit-Not guaranteed by the Bank, FDIC, or other government agency- May lose value.