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Melissa J. Mineau

Hudson Valley Investment Advisors, Inc.

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About Melissa J. Mineau

Melissa J. Mineau is a financial advisor at Hudson Valley Investment Advisors, Inc. in Goshen, New York. Melissa has been in the industry since 2000 and is registered with the state of New York. Melissa specializes in providing investment and 1031 exchange consulting services, financial planning, pension consulting and portfolio management for businesses, individuals and investment companies. Melissa also serves high-net-worth individuals, corporations, and other businesses, as well as individuals other than high-net-worth.

Firm Information

Melissa Mineau is currently registered with Hudson Valley Investment Advisors, Inc.. Hudson Valley Investment Advisors, Inc. is an investment advisor registered with the SEC, located in Goshen, NY. The firm provides investment and 1031 exchange consulting services, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. They manage over $1.4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
Hudson Valley Investment Advisors, Inc.

117 GRAND STREET, 2ND FLOOR

GOSHEN, NY 10924

$1.40B

Assets Under Management

6

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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investment and 1031 exchange consulting services

Investment and 1031 exchange consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Plan assets under advisement

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Melissa Mineau’s Registration & Firm History

NY

06/06/2021 - Present

Hudson Valley Investment Advisors, Inc. (GOSHEN NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa J. Mineau.
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