Headshot of Kevin Davidson
Davidson Wealth Group LLC

Kevin J Davidson, MBA, LUTCF

Agent

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.

 

 

 

Do you have concerns about any of the following?

Estate Planning
Business Planning
Retirement Planning
Education Planning
Investment Planning*
Risk Management Planning

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

man using calculator

Calculators

Disclosure

Kevin Davidson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0L60759), CO, DC, FL, IA, IL, IN, KS, LA, MD, MI, MN, MO, NC, NV, OH, OR, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kevin Davidson is licensed and authorized to offer insurance in California, but DAVIDSON WEALTH GROUP, LLC may not be. For additional information on California licensure status, please click here.

Kevin Davidson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 9921 Dupont Circle Dr W Ste 210, Fort Wayne, IN, 46825, 260-416-5751. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IA, IN, KS, MD, MI, MN, MO, NC, NJ, OH, OR, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kevin Davidson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, DC, FL, IA, IN, KS, MD, MI, MN, MO, NC, OH, OR, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kevin Davidson is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

DAVIDSON WEALTH GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither DAVIDSON WEALTH GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​