Goshen, NY 10924
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.
Goshen NY 10924
Before the age of mass production and self-service, there were specialists who were masters of their crafts, from woodworkers to goldsmiths. They took great pride in their work, knew their clients personally and held them in high regard.
At Pucci Financial of Raymond James, we too have a specialty – customizing investment portfolios to the specific goals and investment needs of every client we serve. Our team applies more than 100 years of combined experience to carefully selecting every investment to help ensure the best fit for your life.
In our view, your investment portfolio was never intended to be a packaged good. If that seems old-fashioned to those on Wall Street, we remain steadfastly unapologetic.