Palisades Hudson Financial

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Tomorrow: 9:00 am - 5:30 pm

19 Years

in Business

(954) 524-5552Call Visit WebsiteVisit Website Map & DirectionsDirections200 SW 1st Ave Ste 1250Fort Lauderdale, FL 33301 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:30 pm

Places Near Fort Lauderdale with Investment Advisory Service

Port Everglades (3 miles)
Dania (7 miles)
Plantation (9 miles)
Hollywood (12 miles)
Pompano Beach (13 miles)
Hallandale (15 miles)

More Info

Payment method

amex, cash, discover, master card, visa, debit

Neighborhood

Downtown Fort Lauderdale

AKA

Palisades Hudson Financial Group LLC

Palisades Hudson Financial Group

Other Links

http://www.palisadeshudson.com

https://www.palisadeshudson.com/contact-us

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (954) 524-5552

Address: 200 SW 1st Ave Ste 1250, Fort Lauderdale, FL 33301

Website: http://www.palisadeshudson.com

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Palisades Hudson Financial

Tax Planning
Getting a grip on your taxes means integrating tax planning into your overall financial plan — and, as a bonus, it means taking the pain out of Tax Day.
Charitable Giving
Young professionals who are skilled in their areas of expertise may still need a helping hand when it comes to budgeting, spending, investing or even charitable giving. Luckily, our client service team is here to help. In 20 chapters...
Estate Taxes
Tax Services
Income Tax
Our firm is based on the principle that effective advice has to combine income taxes, estate planning, insurance, investment management and many other areas as seamlessly as possible.
Tax Return Preparation
We have extensive experience assisting clients with a wide range of complex personal and business tax concerns. We can provide you with effective planning and efficient tax return preparation, ensuring that you satisfy your legal obligations without overlooking opportunities to reduce your overall tax burden.

Investment Management
Financial integration. We offer a comprehensive package of financial services. Our investment management is closely integrated with tax planning and other aspects of our clients’ affairs.
Mutual Funds
Risk management. We manage risk by investing in carefully researched securities and by achieving substantial diversification through the use of mutual funds, exchange traded funds, and closely held investments that include private equity, hedge funds, natural resources and real estate.
Wealth Management

Accounting Services
Our comprehensive financial management services include investment management, bookkeeping, bill payment, cash management, budgeting and retirement planning. In some situations, these services pay for themselves through reduced tax costs and better investment results. In nearly all cases, the time you save is invaluable, while the cost of maintaining good records is modest. You also gain peace of mind from knowing that your affairs are organized and well-managed, especially in the event your disability or death requires someone else to take control.
Bookkeeping Services

Financial Planning
" Financial planning" is often simply used as a tool to sell investments and insurance products, or tax advice, or wills and trusts. That is not necessarily a bad thing; without knowledgeable advice, these products and services would be a waste of money. True financial planning, however, does not look at these matters in isolation. Good planning requires that we consider the way that all of these issues interact. At our firm, we start by considering where you are today. We listen to your goals and expectations for the future. Then we stand ready to assist you, to whatever extent you desire, in all disciplines of personal financial planning, including...
Retirement Planning
Retirement planning can be complicated, but the best way forward is make sure you understand the basics and get started as soon as possible. Paul Jacobs, CFP®, EA is ready to help.
Long Term Care
Should you consider long-term care insurance? What sorts of strategies can help you effectively pay for your care? Besides saving, what else do you need to do to be sure you’re ready for any needs that may arise? Melinda Kibler answers these questions and more.
Asset Management
We at Palisades Hudson Financial Group LLC and Palisades Hudson Asset Management, L.P. are concerned about and committed to safeguarding the privacy of the nonpublic personal information you, as our client, have entrusted to us.

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