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As a business owner, you may have much of your net worth concentrated in your company. It can be a challenge to juggle personal and business priorities, while trying to navigate the changing economy, generate cash flow, and increase profits. More immediate needs can often take precedence over important goals like preparing for retirement or attracting and retaining a qualified workforce. Whatever your goal in life, HVFCU Financial Services at Hudson Valley Federal Credit Union can create a plan to help you work toward them.

Overview

It’s important to have a relationship with a financial advisor you can trust – one who provides objective advice and understands your needs. Find out why our personalized options and exceptional services make us an industry leader in financial planning.

Set up a free, no obligation consultation with an HVFCU Financial Services Consultant in a branch nearest year.

Free Consultation

HVFCU Financial Services can help you make clear and confident decisions for your business and personal finances with:

  • Succession Planning
  • Addressing Liquidity and Cash Flow
  • Affordable Programs to Attract, Retain, and Reward Employees
  • Portfolio Review
  • Income Planning
  • Retirement Planning
  • Wealth Accumulation
  • Tax Planning1
  • Asset Protection
  • College Planning
  • Estate Planning
  • IRA and 401(k) Rollovers
  • Pre-Tax Investments
  • Life Insurance

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1 We suggest that you discuss your specific tax issues with a qualified tax advisor.

Supervisory Office:

Chris Cantele, HVFCU Financial Services located at Hudson Valley Federal Credit Union
9 Mall Plaza
1810 South Road, Suite 121
Wappingers Falls, NY 12590
845.463.3366, (fax) 845.463.4172
email: christopher.cantele@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.
The LPL Financial registered representatives associated with this site may only discuss and / or transact securities business with residents of the following states:
AZ,AK,CA,CO,CT,DE,FL,GA,IL,IN,KY,LA,ME,MD,MA,MN,NE,NV,NH,NM,NJ,NY,NC,OH,OR,PA,RI,SC,TN,TX,UT,VT,VA,WA,WI.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

NCUA Disclosure

 

 

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