At Hudson Advisor Services, we focus on all the requirements of the family or institutions with whom we work. In many cases, this means portfolio management solely. For other clients, we can operate as their complete private back office.
Sometimes we realize that our clients may not fully recognize all the major services – to say nothing of the many “little things” – that we are capable of doing at Hudson Advisor Services. So here is a brief summary of the numerous features that make our firm unique.
MANAGEMENT DEPTH: Our greatest strength is our people, what they know and what they are willing to do on behalf of clients.
PRIVATE FAMILY OFFICES: We are an independent, personalized investment management firm for individuals, families, and institutions. Our specialty is serving intergenerational family needs – what we sometimes call being advisor to the “family web.”
CUSTOMIZED SERVICES: We tailor what we do to what you need – and that can include:
Flexible reporting presentations on your assets and transactions.
Consolidated reports that can include all family members.
Collection and disbursement of income.
Preparation of tax filings: either in-house or in cooperation with your tax advisor.
FINANCIAL PLANNING: We can help you to prepare a long-term financial plan, monitor that plan over time, and make adjustments as circumstances change.
TRUST AND ESTATE MANAGEMENT: We will administer trusts and estates in conjunction with your attorney, accountant, or other professionals.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 237 Main Street, 600, Buffalo,new York 14203,united States
- Phone
- +1 716 803 6587
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- hudsonadvisors.com
- Keywords
- Private Family Offices, Financial Planning, Trust and Estate Management, Alternative Investments, Stocks, Bonds, Mutual Funds, ETF, Individual, Joint, Trust, IRA, 401(k), 403(b), SEPP IRA, Self-Directed IRA.
- HQ
- Buffalo, NEW YORK
Hudson Advisor Services, Inc. Questions
Hudson Advisor Services, Inc.'s helpline number is +1 716 803 6587
Hudson Advisor Services, Inc.'s website is hudsonadvisors.com
Hudson Advisor Services, Inc.'s LinkedIn profile is https://www.linkedin.com/company/hudson-advisor-services
Hudson Advisor Services, Inc. has
7 employees.
View email and phone details for 7
employees at Hudson Advisor Services, Inc..
Hudson Advisor Services, Inc.'s industry is
Investment Management
Hudson Advisor Services, Inc.'s top competitors are
Sandra L. Kobel, Cfp, Clu, Chfc,
Wealth Design Services, Inc,
Tax Assistance Group - Rochester,
Sylvester Enterprises,
Untax,
Western New York Filming Commission, Inc.,
Spray Insulation Pros,
Bell Tax Accountants & Advisors, Inc.,
Tessera Wealth Management,
Christina Corso Realtor.
Hudson Advisor Services, Inc.'s categories are Investment Management
Hudson Advisor Services, Inc.'s founding year is 1994
