Harold Davidson & Associates

Harold Davidson Associates Inc., established in 1972, specializes in providing investment counseling, wealth management, financial planning, and real property investments to a diverse clientele, including individuals, families, companies, and charities. The firm is committed to building long-term partnerships with clients through comprehensive fundamental research and customized, objective advice tailored to their unique needs.

With a philosophy centered on innovative financial solutions, Harold Davidson Associates boasts an experienced team dedicated to achieving outstanding long-term performance while maintaining low historical portfolio risk. Their approach emphasizes a tailored portfolio that aligns with clients' goals and objectives, underpinned by a commitment to equity investment and bond selection processes.

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