Hudson Valley Investment Advisors, Inc. has combined sophisticated investment management services to meet the specific needs of our clients. We have established an investment process that has been developed through years of experience in working with individuals, families, businesses, institutions and foundations.

Our investment clients include: Pension Funds, Profit Sharing Plans, Foundations, Endowments, Trusts, Individual Retirement Accounts, SEP Plans, 401K Plans and Managing Customized Investment Portfolios for Individuals.

Our branch team strives to provide a high quality, consistent experience for our investor clients: individuals, families, businesses and non-profit organizations.  We work hard to understand their personal goals and to nurture enduring, long term relationships.  We achieve this by adhering to the following business tenets:

Ø Utilize objective research and comprehensive financial tools,

Ø Listen well to understand and stay current with clients’ evolving financial needs,

Ø Educate clients on all available investments & insurance solutions, which meet their needs

Ø Holistically integrate branch resources with clients’ other trusted professionals (e.g., their estate attorney, tax accountant),

Ø Have a long term focus, remain personally accessible and regularly communicate with clients,

Ø Provide reliable, customized and convenient services to help clients achieve their goals.

What truly distinguishes our professional practice from others is our team’s reliable service, putting our clients’ interests first and striving to deliver what they expect, each and every day.

 
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lynch Wealth Strategies, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.