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RGDavison2 14590408 1

Rick Davison CLU, ChFC, CSA

Certified since 2022-12-14
Email: rick@rgdavison.com
Phone: 317-257-7078
Location: 202 W 81st Street
Indianapolis, Indiana 46260
RGDavison2 14590408 1
Main Industry:
Financial Services
Specialty:
Consulting Services, Estate Planning Services, Financial Services, Insurance Services (Annuities), Insurance Services (Disability), Insurance Services (Life), Insurance Services (Long Term Care), Investment Services, Medicare/Medicaid Consulting Services, Veterans Benefits and Affairs
Description of Services:

As an advisor, my #1 priority is to plan for longevity by assessing a clients financial health and to keep them on track to achieve what is most important to them. I gather and analyse financial information; incorporating insurance, investing, retirement, estate planning, and wealth preservation.

Biographical Information:

Principal of Davison Wealth Management LLC. Over 40 year providing Financial Services in all aspects of Wealth Management.

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