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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.
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
06/06/2021 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
Active
Inactive
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