Welcome to Steuben Consultants, Inc.

At Steuben Consultants Mark Davidson and Lindsie Meese have been providing personalized investment management and financial service for over 55 combined years.

Explore the full range of investment advice and portfolio management services that we have to offer.

Over the years our client base has been focused on individual and family investment concerns, small business and self-employment financial issues.

We are happy to schedule a consultation with you to discuss our work more fully.
There is no charge for this appointment.

Investments

• Mutual Funds • Stocks & Bonds
• Advisory Accounts • Variable Annuities
• Fiduciary Arrangements  

Retirement and Planning

• Retirement Planning Analysis Software
• Retirement Income Projections
• Retirement Tax Strategies

College Planning

Learn about the advantages and drawbacks of some of the best known funding platforms like the Section 529 Plan and UTMA ownership designation.

 

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