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.

Daniel has been an expert advisor for me for 5 years. He brings a wealth of knowledge and strategy with a unique approach that allows me to enjoy today while saving for the future. I have referred him to many friends with full confidence that he will exceed expectations.

Natalie P.

… It has been my unqualified privilege to have been been associated with Mr Daniel K. Carroll in the capacity as a client for what is now approaching five years. His advice in all aspects has never failed to be accurate. Granted, I lacked experience in those specific realms of finance back in 2015 but the passage of time has proven his recommendations on all fronts to be infallible. I cannot imagine a better guide through the at times murky waters of the vast financial universe. I do not know what the results might have been had I been referred to someone else but I cannot imagine them being better. In this entire time Mr. Carroll has never failed to be available during times of crisis. He has come to be someone I truly respect. I give him my full endorsement and recommendations.

Clark L.