Top financial advisors in Hudson, NY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need a financial advisor in Hudson, NY if you're navigating estate planning and want to avoid unexpected tax bills that can arise just above exemption limits. A common mistake is underestimating how estate tax cliffs can impact your heirs and overall legacy.
- Estate tax expertise. Confirm how they handle planning around exemption thresholds to minimize sudden tax burdens.
- Experience with local laws. Ask how they incorporate New York-specific estate tax rules into your plan.
- Legacy goals alignment. Ensure they discuss how your estate plan supports your family’s long-term financial security.
- Coordination with legal counsel. Check if they work closely with your estate attorney to synchronize financial and legal strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott L
Series 66
Hudson, NY
Equitable Advisors
Scott Levine's experience with retirement income strategy and Social Security optimization suits Baby Boomers in Hudson, NY, who are planning their estates with an eye on tax implications. Working at Equitable Advisors, a large firm serving high-net-worth clients, he offers flexible fee structures and integrates advisory and brokerage services, providing a tailored approach compared to smaller or less specialized firms.
Experience: 10 years
Avg account: $570,841
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Matthew K
Series 66
Livingstone, NY
Matauro, LLC
Matthew Klein's 20 years of experience and Series 66 designation equip him to address complex estate planning needs, including tax considerations relevant to high-net-worth clients. Operating from Livingstone, NY, his firm Matauro, LLC offers flat-fee financial planning and integrates ESG analysis with diverse investment strategies, distinguishing him from advisors focused solely on traditional asset management.
Experience: 20 years
Avg account: $1,195,531
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Shyanna C
Series 66
Catskill, NY
OSAIC Institutions, INC.
Shyanna Curless, based in nearby Catskill, NY, offers flat-fee financial planning through OSAIC Institutions, a large firm serving individuals and organizations with advisory and brokerage services. Her experience includes tax-loss harvesting and annuities, and she holds a Series 66 designation, providing a blend of planning and investment options that may complement estate planning needs in Hudson, NY.
Experience: 1 year
Avg account: $308,738
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Jeffrey H
Series 63, Series 66
Hudson, NY
Key Investment Services LLc
Jeffrey Hannett in Hudson, NY, brings 10 years of experience and holds Series 63 and 66 licenses, working at Key Investment Services LLC, a large firm offering model-driven wrap-fee advisory programs. His expertise includes tax-loss harvesting and active portfolio management, which can support estate planning needs by managing tax implications effectively. Compared to others, his background in financial education and diverse client base, including trusts and charities, adds depth to his advisory approach.
Experience: 11 years
Avg account: $254,267
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Alexandra M
Series 66
Hudson, NY
LPL Financial
Alexandra Armstrong's experience with wealth management and tax-loss harvesting suits clients in Hudson, NY, seeking to navigate estate planning and tax implications effectively. Her affiliation with LPL Financial, a large firm offering flat-fee financial planning and consulting, provides access to extensive investment solutions and research support, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 7 years
Avg account: $399,489
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