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Personalized Financial Services

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome to Davidson Insurance & Financial Services, Inc.

Since 1981, Davidson Insurance and Financial Services Inc. has been providing financial security and outstanding service to thousands of valued clients throughout the U.S. 

Our firm enjoys a solid reputation of excellence based on long term relationships with our clients. These relationships are built on integrity, trust and performance. We strive to be an extension of your business by providing the finest insurance and financial products available and, because we represent our clients to the insurance industry, we can objectively evaluate your particular needs and make appropriate recommendations.

Please visit our website for monthly updates. I hope that you will find the calculators and articles both useful and interesting.  Feel free to contact us with any questions you may have concerning your personal or business insurance needs.  We value your business and look forward to hearing from you soon.

John A. Davidson, LUTCF, FSS
Chairman

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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