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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynch-moloney is an Investment Advisor Representative at Hudson Valley Investment Advisors, Inc. Kelly is a Certified Financial Planner® and has been in the financial services industry for over 20 years. Kelly specializes in providing financial planning, investment management, and 1031 exchange consulting services. Kelly has a Series 65 license and is registered in the state of New York.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Investment and 1031 exchange consulting services
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.
Plan assets under advisement
1
2
NY
05/26/2021 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
IA
Issued 10/06/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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