Your Financial Team

meet the Hudak financial strategies TEAM

About Us

 

Hudak Financial Strategies is a family-owned business, founded by Alex and Sue Hudak on the belief that money is a tool that you use to shape the future.

Alex and Sue each have more than 35 years experience in the financial industry. Our experience working with people over the years has taught us that the goal is not just about the return on investments; it is the impact those investments can make on your future, your legacy and your community.

Impressed by the options and client-centered approach to financial planning, we joined Raymond James as an independent business in 1992. We found that the variety and quality of products Raymond James offers are vastly superior to what others in the industry are offering. We made the switch to Raymond James, wanting to provide our clients with the best options.

Over the years, our company has weathered numerous economic storms and prospered during periods of growth. During the Black Monday crash of 1987, the Dotcom crash of 2000, and the 2008 Great Recession, we took conservative approaches to managing investments. These were tried and true methods that limited the impacts of these financial crises on our clients and helped them stay the course.

In 1999, we signed a contract with Big Sky Western Bank to provide services for their clients. We were located in the Big Sky Western Bank building until 2017 when we outgrew that space and moved into our new state-of-the-art facility on North 15th Avenue, Bozeman, Montana.

As your financial partners, we will coach you through everyday decisions to help you plan for your financial future. We will be there to support you through all of life’s transitions to ensure that you are shaping a future that is important to you.

Our Process

Raymond James

Our Capabilities

Why Choose Us

Establishing long-term overall financial health for our clients is important to us. We take the time to get to know each person individually to understand their aspirations, values, and purpose. Only then is it possible to detail a clear plan to help them achieve their goals.

Drawing from each team member’s skills and experience, we will be there throughout the course of your life to address your changing financial situation as a team.

Alex J. Hudak, CFP®
Certified Financial Planner
Registered Principal
Sue Hudak
CONTROLLER, Hudak & Associates, Inc.
Client Resources, RJFS

Charities We Support

 

 

*Raymond James is not affiliated with and does not endorse any of the organizations mentioned above.