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Meet Our TeamFinancial Services at Hudson Valley Federal Credit Union

Experienced Financial Consultants are available to meet with you in any HVFCU 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, HVFCU Financial Services 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

Joe Carbo, CFP®
Joe Carbo

Hopewell Junction
Monday – Friday
9 am – 5 pm ET

Daniel Cwik
Daniel Cwik

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

LaGrange
Hours by Appointment
Call 845.463.3366

Tiffany Fath

 

Highland & LaGrange
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

Scott Morrow, CFP, CLU, ChFC®
Scott Morrow

Newburgh
Monday, Tuesday, Thursday, Friday
9 am – 5 pm ET

Ojas Sardesai
Ojas Sardesai

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

Ilske Veringa, CFP®
Ilske Veringa

Hyde Park
Monday – Friday
9 am – 5 pm ET

Useful Resources

HVFCU Financial Services also works closely with members to better understand Social Security and its impact on financial planning, and most importantly, retirement.

 

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 INSURED

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