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It’s important to have a relationship with a financial advisor you can trust – one who provides objective advice and understands your needs.

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

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Menu of Services

The financial consultants at Wealth Management at Hudson Valley Credit Union have what you need for every planning purpose, including:

  • Portfolio Review
  • Retirement Planning
  • Income Planning
  • Wealth Accumulation
  • Long-Term Planning

Explore Our Services

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Financial Consultants

Our experienced Financial Consultants have access to a complete array of financial products and planning services, all tailored to your unique situation. They are:

  • Available by appointment at a location convenient to you
  • Your local resource for comprehensive financial guidance

Meet Our Team

WealthVisionSM

WealthVisionSM is designed to consolidate all of your accounts, assets, and information into one secure location, making your personal financial life easier to manage. With WealthVisionSM, you can consolidate your:

  • Financial Accounts
  • Tax and Legal Documents
  • Specific Goals
  • Strategic Plans
  • Insurance Coverage

Useful Resources

Ensuring that your legacy is carried out according to your wishes after you die requires a well-planned strategy.

Estate Planning

Supervisory Office:
Chris Cantele, Wealth Management at Hudson Valley Credit Union located at,
9 Mall Plaza
1810 South Road, Suite 121
Wappingers Falls, NY 12590
845.463.3366, (fax) 845.463.4172
email: chris.cantele@hvcuwealth.com

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA /SIPC). Insurance products are offered through LPL or its licensed affiliates. Hudson Valley Credit Union and Wealth Management at Hudson Valley Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Hudson Valley Credit Union, and may also be employees of Hudson Valley Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Hudson Valley Credit Union or Wealth Management at Hudson Valley Credit Union. Securities and insurance offered through LPL or its affiliates are:
 

 
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.
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