- Education Savings Strategies
- 529 Plans
- Asset Transfer
- Beneficiary Review
- Wealth Transfer Strategies
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.
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.
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.
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.
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.