Jeffery Davis
Branch Manager
Jeff knew the best way he could serve clients was to provide them with investment and insurance options that were not limited by his employer. He embarked to start his own independent investment firm 28 years ago serving clients nationally – though with most right here in Western New York. As an independent investment counselor Jeff is not limited by what he can offer his clients in investment and insurance products.
Jeff specializes in thorough planning for retirement and income needs for his clients while minimizing income and estate taxes. He understands the needs and concerns of his clients when it comes to risk tolerance – assuring that his clients only invest in opportunities with which they are comfortable.
While many investment counselors are heard repeating the philosophy of “Riding out the storm,” Jeff believes in adjusting to market conditions. With thorough research and an eye always on developing strategies, Jeff believes that when the market changes – investment strategies need to change along with it to protect the client’s investments.
Certifications and Education:
- Business Administration Degree with a concentration in Finance- Suny Fredonia
- CMFC (Chartered Mutual Fund Counselor)
- Series 24 FINRA Principal License
- Series 65 Investment Advisor
- Series 7 General Securities
Community Involvement:
- Jeff serves as the Chair of the St. Mary’s of the Lake RC Finance Council
- Member of the Gowanda C.C.