Ojas Sardesai - Financial Consultant
Ojas Sardesai is dedicated to providing financial strategies to members by emphasizing the benefits of a personalized approach to financial planning. Ojas is deeply focused on developing a strong relationship with members, and is committed to helping them build a path to pursue their short-term and long-term financial goals.
He is committed to crafting a personalized plan tailored to each member’s financial objectives. Ojas believes this approach is critical to helping members work toward a sound financial future, and in helping them pursue financial wellness throughout every stage of their lives.
As an HVFCU Financial Services Consultant, Ojas is experienced in Investment Management, Retirement Planning, Tax-efficient College Savings Programs, and Estate Planning. He is also certified by the New York State Insurance Department as an approved Life Insurance professional. In addition to meeting with members on an individual basis, Ojas also conducts a variety of free, educational seminars and workshops.
Ojas graduated from the University of Delaware with a Bachelor’s degree in Finance along with a minor in Economics.
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.
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