The Hudson Valley Financial Group - New Paltz (NY)

5 /5 Ruth Quinn: We highly recommend Ed Burke and the team at Hudson Valley Financial Group. Ed has been a supportive guide as we’ve worked through some really tough times — including job losses, separation, disability, and the challenges of planning for retirement when things were falling apart. What we appreciate most is how patient and supportive he’s been. He took the time to really understand our situation and gave us solid advice without ever making us feel pressured. Even when things felt overwhelming, he made it easier to see stay focused. Thanks to his help, we’re in a much better place financially. We’re so grateful for everything he’s done (along with his team!)!

5 /5 Elaine Brooks: We have been with Jeff and company for 25+ years. Their stewardship of our portfolio has been nothing less than perfect. They are very knowledgeable, experienced and very focused on our personal goals. They take their fiduciary responsibilities to heart and have come to be like extended family. They understand the markets and have excellent tools for modelling. We have trusted their experience as all of us have had to navigate difficult economic periods. Thanks from the bottom of our hearts. We would not hesitate to recommend you to others planning for the future.

5 /5 Melissa Paradies: I had been on the fence about moving my accounts, but now wish I had done so sooner. Im very pleased to have chosen The Hudson Valley Financial Group and encourage anyone else considering a new team to set up a meeting! From Vals calls to check-in, Corey making things happen behind the scenes, and Eds professional insights & guidance; they have earned my respect.

5 /5 Franky Perez: I have been with the Hudson valley financial group since they opened their doors! Outstanding customer service, personable staff, resourceful, and always looking out for my best interest. I am lucky enough to have them on my side all these years as they have helped me manage my nest egg. With Ed’s Guidance and support I have been able to not just plan for retirement but RETIRE way before my full retirement age. Truly an outstanding Financial group !!!

5 /5 Liane Neumann: I have been a client of Ed Burke’s for over twenty years. Ed took the time to understand my financial goals, risk tolerance, and long-term aspirations. What truly sets Ed apart is the ability to explain my finances in a clear manner. He and the staff of Hudson Valley Financial are always available to help or answer questions. I would recommend Ed and the Hudson Valley Financial Group to anyone looking for a trustworthy and knowledgeable financial advisor.