01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

UPDATED COVID-19 In-Person Meeting Policy

The offices of Hudson Financial, LLC are open for in-person meetings.  In following with our buildings policies our new hours are:


Monday 8:30am - 4:30pm

Tuesday 8:30am - 4:30pm

Wednesday  8:30am - 4:30pm

Thursday  8:30am - 4:30pm

Friday  8:30am - 4:30pm


*** Please contact our office if you would like to meet outside of these times


In accordance with the CDC and New York State guidelines, we ask that you please wear a mask if you are not vaccinated. 


We appreciate your understanding.  Your well being is very important to us and keeping our clients and staff healthy and safe is our top priority.

Our Approach

We are dedicated to providing investment management and strategic wealth planning to individuals and corporations. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide unbiased opinions that are designed with the objective to pursue long term investment results.

Learn More

Our Services

College Planning

  • Education Savings Strategies
  • 529 Plans

Estate Planning

  • Asset Transfer
  • Beneficiary Review
  • Wealth Transfer Strategies

Investment Management

  • Asset Allocation / Management
  • Income Strategies
  • Tax-Advantaged Investments

Retirement Planning

  • Traditional and Roth IRA’s
  • Pension Income Decisions
  • Pre-Retirement Savings Plan
  • Retirement Income Planning
  • 401(k) / 403(b) / 457 / IRA Rollovers
  • Lump Sum Pension Rollovers
  • Retirement Plan Evaluation

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Us


Jodi Hills |
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something practical for your everyday commute, errands and travel, you probably have dreams of driving a car that’s fun, sporty and luxurious. Owning an expensive luxury or exotic vehicle may seem out of reach, but there are financial options available to make your dream a reality. Here are some...
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early,many younger employees do not participate in their employer's 401(k) plan. It’s essential to teach your children the...
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...