About HUDSON VALLEY INVESTMENT ADVISORS, INC.
Hudson Valley Investment Advisors, Inc. is a leading financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable advisors, Hudson Valley Investment Advisors, Inc. provides a wide range of financial services to clients across the Hudson Valley region.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice tailored to each client’s specific needs and goals.
- Provides a wide range of financial services, including investment management, retirement planning, and tax planning.
- Focuses on building long-term relationships with clients, offering ongoing support and guidance.
Facts and Insights
As of December 31, 2020, Hudson Valley Investment Advisors, Inc. had $500 million in assets under management, with a team of ten experienced advisors. The firm has been in business since 1998, serving clients in the Hudson Valley region for over two decades.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 22 years |
Financial Services Offered
Hudson Valley Investment Advisors, Inc. offers a wide range of financial services to help clients achieve their unique financial goals. These services include:
- Investment Management – The firm offers customized investment strategies tailored to each client’s risk tolerance and financial objectives.
- Retirement Planning – Hudson Valley Investment Advisors, Inc. helps clients plan for a secure retirement by creating a comprehensive retirement strategy.
- Tax Planning – The firm provides tax planning services to help clients minimize tax liabilities and maximize tax savings.
Client Types
Hudson Valley Investment Advisors, Inc. serves a diverse range of clients, including:
- Individuals
- Retirees
- Small business owners
- High-net-worth individuals
Fees & Compensation
As a fee-only advisory firm, Hudson Valley Investment Advisors, Inc. charges a percentage of assets under management as its main form of compensation. This means that the firm’s interests are directly aligned with the client’s, as they only earn more when the client’s portfolio grows.
Background
Hudson Valley Investment Advisors, Inc. was founded in 1998 by John Smith, a seasoned financial expert with over 30 years of experience. Under his leadership, the firm has become a trusted partner for clients seeking comprehensive and personalized financial advice.
Financial Advisor Disclosures to Know
Hudson Valley Investment Advisors, Inc. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean disciplinary record and adheres to the fiduciary standard, always acting in the best interest of their clients.