What our clients are saying...

We’re grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism we offer.

It is with great pleasure that I endorse Daniel Carroll of Hudson Wealth and Trust Planning Group.

Daniel was exceptionally kind, patient and very understanding and gave our family the most detailed attention. He went far beyond the scope of his title and showed real skill in working with our son, who can be difficult due to the brain and spinal cord injuries he sustained as a result of his accident.

Daniel really stepped up for us and because of his hard work and his ability to clearly explain and simplify complex financial strategies, we are far more confident in our son’s financial security and future. Daniel really helped take the stress and anxiety out of the situation and for this we are most grateful.

I would recommend Daniel to anyone who needs a skilled Financial Planner, his work is of the highest quality.

Marie L.

Maria Campanella has helped us beyond measure in getting our finances in order. She took the time to not only understand our concerns but also help us understand her solutions. From reducing our mortgage rate to paying off our debt and maintaining the medical and dental coverage we needed post retirement, she has been very thorough and most importantly patient with us.

If it wasn’t for Maria’s help, we would not have been able to retire and would still be working. Maria has helped reduce the stress of retiring and given us peace of mind that we will be okay going forward. Not only has she gone above and beyond to help us with our needs, she is a pleasure to work with. We don’t know what we would have done without her and we only wish we had met her sooner.

We are happy to recommend Maria to anyone who is in need of financial planning.

Roy and Paulette L.