Hudson Financial Group, Inc.

We are a small, fee-based financial advisory practice serving individuals, families and their related entities. Our offices are located in Garrison, along the Hudson River bank, and in midtown Manhattan, on Madison Avenue. We bring a broad range of sophisticated financial advisory services to a diverse set of clients, from young professionals to retired seniors, from freelancers in the arts to lawyers and doctors, from private business owners to corporate executives. While most of our clients are in the greater New York metropolitan area, others are scattered across the US and a few reside overseas. We serve their personal and family financial needs, as well as their businesses, trusts and estates, and charitable endeavors. We are fee only fiduciaries – no sales commissions. Over our 30-plus years of helping clients, we have grown almost exclusively through referrals. HFG has an affiliate, Hudson Portfolio Management LLC, an SEC-registered Investment Advisor, that provides discretionary portfolio management services.

所属行业

金融服务

规模

2-10 人

总部

Garrison，NY

类型

私人持股

创立

1986

领域

Personal financial and small business planning、including tax planning、executive compensation and severance、bridge and transitional planning、early and semi-retirement planning和wealth transfer