Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Francis Sheahen is a Certified Financial Planner™ and Personal Financial Specialist with over 10 years of experience in the financial services industry. Brian works with individuals and families to develop personalized financial plans that meet their unique goals. Brian is also a managing member of Hudson Oak Tax Advisory, LLC, a tax return preparation and consulting firm. Brian has a deep understanding of the tax implications of investment decisions and can help clients develop strategies to minimize their tax liability. With over 10 years of experience, Brian is well-equipped to provide guidance on a wide range of financial planning needs, including retirement planning, college savings, estate planning, and insurance. Brian is committed to providing his clients with objective advice and personalized service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
02/07/2022 - Present
Hudson OAK Wealth Advisory LLC (HOBOKEN NJ)
Active
Inactive
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