Call us at 607-324-2193 or email us at
[email protected]
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
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.
Raymie Auman
Vice-President
Investment Advisor Representative and Financial Advisor
Phone: (607) 324-2193
Email: [email protected]
Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Check the background of our investment professionals on FINRA's BrokerCheck »
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.