Financial Planning

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HVFCU Financial Services is dedicated exclusively to helping credit union members pursue their personal and business financial goals. As a local organization, HVFCU Financial Services understands the challenges hard working members face as they raise their families, save for college, and prepare for retirement. Whatever your goal in life, HVFCU Financial Services at Hudson Valley Federal Credit Union can create a plan to help you work toward them.

Jeffrey G. Thatcher CFP, Director of HVFCU Financial Services has the distinction of having been a registered Financial Representative for more than 20 years. His extensive background in finance provides him with a comprehensive foundation that benefits credit union members. He has cultivated a team of seasoned professionals who focus on the total member relationship and offer unbiased advice and guidance through important financial decisions.

In 2012, Hudson Valley Magazine named four HVFCU Financial Services Consultants as top advisors in the local area. Evaluation criteria included service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.

Experienced Financial Consultants are available to meet with you in any HVFCU branch. You’ll work with one advisor who can assist you with all your financial planning needs-in person or by phone. We take the time to get to know you and are here to answer questions or help you navigate through life’s important financial decisions.

Click the name of a consultant for more information on his / her specific background and qualifications. If you are already familiar with a particular consultant and think he / she can help one of your friends or family members, complete our online referral form so we can reach out to them and offer our assistance.

Consultant Branch and Hours 1 Consultant Branch and Hours 1

MaryKay Barry, CFP
Arlington
Monday – Friday
9 am – 5 pm EST

Lynda Beisner
Pleasant Valley
Monday – Friday
9 am – 5 pm EST

Kimberly Bie
Highland
Monday – Friday
9 am – 5 pm EST

Chris Cantele
Wappingers Falls
Monday – Friday
9 am – 5 pm EST

Brewster & Carmel
Hours by Appointment
Call 845.463.3366

Joe Carbo, CFP
Hopewell Junction
Monday – Friday
9 am – 5 pm EST

IBM Branch 330
Hours by Appointment
Call 845.463.3366

Daniel Cwik
Poughkeepsie
Monday – Friday
9 am – 5 pm EST

Civic Center
Hours by Appointment
Call 845.463.3366

Scott Dancyger
Beacon
Mon, Wed, Fri
9 am – 5 pm EST

New Windsor
Tues & Thurs
9 am – 5 pm EST

Matt Giorgi
Poughkeepsie
Monday – Friday
9 am – 5 pm EST

Reid Jecmen
Middletown
Tuesday, Thursday
9 am – 5 pm EST
Montgomery
Monday, Wednesday, Fri
9 am – 5 pm EST

Alex Morphet
Kingston
Monday – Friday
9 am – 5 pm EST

Scott Morrow, CFP, CLU, ChFC
Middletown
Wednesday
9 am – 5 pm EST

Newburgh
Mon, Tues, Thurs, Fri
9 am – 5 pm EST

Ilske Veringa, CFP
Hyde Park
Monday – Friday
9 am – 5 pm EST

Catherine West, CFP
Fishkill
Monday – Friday
9 am – 5 pm EST


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 to answer questions about your account or refer you to an appropriate source for further information. Please call 845.463.3366.

1 Expanded and Saturday hours are available by appointment.

Supervisory Office:
Jeffrey G Thatcher CFP®, 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: [email protected]

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.


© 2014 Hudson Valley Federal Credit Union

159 Barnegat Rd. Poughkeepsie, NY 12601
ph: 845.463.3011 / 800.468.3011

Routing Number : 221979363