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Financial Services at Hudson Valley Federal Credit Union

Achieve your Financial Goals

Wealth Management at Hudson Valley Credit Union is your local resource for comprehensive services, designed to help you navigate through all your important financial decisions. Below is a list of services that can help with your planning strategies:

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  • Portfolio Review bullet
    Portfolio Review – Review all your accounts to ensure they are still the best option based on needs, goals, risk tolerance, and time horizon.
  • Retirement Planning bullet
    Retirement Planning – Review your current situation and determine if you are on track for retirement. We can help determine whether you need to save more, spend less, work longer, or are on pace for a healthy retirement.
  • Income Planning bullet
    Income Planning – Whether retired or thinking of retirement, let’s determine how much income you need, and how to deliver it based on your assets.
  • Wealth Accumulation bullet
    Wealth Accumulation – We help you find ways to potentially earn more in your accounts than you are currently earning, based on risk tolerance, time horizon, goals, and objectives.
  • Long-Term Planning bullet
    Long-Term Planning – We can help develop a long-term care strategy to fit your potential needs and desires, while maintaining flexibility.

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.

Social Security

 

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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