Investment & Retirement
Retirement planning can take on many forms. Whether you simply want to open an IRA or you are looking for more complex financial planning, we’ve got the tools and resources to help you pursue your retirement goals.
It’s important to have a relationship with a financial
advisor you trust – one who provides objective advice
and understands your needs. HVFCU Financial Services
can assist you with:
- Portfolio Review
- Retirement Planning
- Income Planning
- Wealth Accumulation
- Long-Term Planning
Explore Financial Planning
Needs vary when it comes to selecting an IRA,
depending on where you are in life and how you
want your funds to be taxed after retirement. It’s
never too late to start an IRA. We offer:
- Traditional IRAs
- Roth IRAs
It’s important to understand Social Security and its impact on financial planning, and most importantly, retirement.
Our Financial Services Dept is a bit unique in that they have their own phone number and our agents working Live Chat does answer Investment questions. Can we remove the Ask Us Anything option from this page and change the Contact Us to their phone number shown below? This would apply to all pages in the Investments menu except for IRAs and calculators.
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
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:
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.