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Financial ConsultantsWealth Management at Hudson Valley Credit Union

Experienced Financial Consultants are available to meet with you in any HVCU branch, and you can feel confident that you’ll work with one advisor who can assist you with all your financial planning needs. Your Financial Consultant will take the time to get to know you and they are there to answer questions or help you navigate through life’s important financial decisions. Click below for more information on a Financial Consultant’s background and qualifications.

In addition to our Financial Consultants, Wealth Management at Hudson Valley Credit Union also employs Amy Shumaker, Operations Supervisor. Amy is available from Monday through Friday, 8:30 am – 5:00 pm ET to answer questions about your account or refer you to an appropriate source for further information. To reach Amy, call 845.463.3366.
 

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Financial Consultant Branch and Hours
Greg Antonakos
Greg Antonakos

Montgomery
Tuesday & Thursday
9 am – 5 pm ET

Middletown
Monday, Wednesday, Friday
9 am – 5 pm ET

Kimberly Barnett
Kimberly Barnett

Arlington
Monday – Friday
9 am – 5 pm ET

Lynda Beisner
Lynda Beisner

Pleasant Valley
Monday – Friday
9 am – 5 pm ET

Daniel Cwik
Daniel Cwik

LaGrange & Wappingers Falls
Monday – Friday
9 am – 5 pm ET

Scott Dancyger
Scott Dancyger

Beacon
Monday, Wednesday, Friday
9 am – 5 pm ET

New Windsor
Tuesday & Thursday
9 am – 5 pm ET

Matt Giorgi
Matt Giorgi

Poughkeepsie
Monday – Friday
9 am – 5 pm ET

Tiffany Fath
Tiffany Fath
 

Hyde Park & Highland
Hours by Appointment
Call 845.463.3366

Ray Khoury
Ray Khoury

Carmel
Tuesday & Thursday
9 am – 5 pm ET

Brewster
Hours by Appointment
Call 845.463.3366

Fishkill
Monday, Wednesday, Friday
9 am – 5 pm ET

Mahopac
Upon Request

Scott Morrow, CFP, CLU, ChFC®
Scott Morrow

Newburgh
Monday - Friday
9 am – 5 pm ET

Ojas Sardesai
Ojas Sardesai

Kingston & Rhinebeck
Monday – Friday
9 am – 5 pm ET

Useful Resources

Wealth Management at Hudson Valley Credit Union also works closely with members to better understand Social Security and its impact on financial planning, and most importantly, retirement.

 
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.

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