Lynda Beisner has spent more than 17 years helping people to define and work toward their financial goals. As a Financial Consultant at HVFCU Financial Services, she is experienced in Portfolio Review, Retirement Planning, Wealth Accumulation, Asset Protection and Estate Planning. In addition, she is certified by the New York State Insurance Department as
an approved Long Term Care and Life Insurance professional.
In 2011, Lynda was recognized as a top financial advisor and named to the LPL Financial Director’s Club. This distinction is based on an annual production ranking of the approximately 12,800 registered advisors nationwide who are supported by LPL Financial.
Lynda was also chosen as a Five Star Wealth Manager in 2011 and 2012 for the Hudson Valley Region. This select group of wealth managers was identified for being exceptional in both their ability and their commitment to overall satisfaction. Fewer than seven percent of the 4,700 wealth managers in the Hudson Valley area were selected.1
Lynda’s mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, she also conducts a number of free, educational seminars and workshops on timely topics such as Social Security–More Than Meets the Eye, The Road to Recovery, Retirementology, and Estate Planning.
She is an active member of the Pleasant Valley Lion’s Club, an organization dedicated to improving the local community. Lynda’s volunteer work at the Lion’s Club includes promoting sight programs, vision screenings, eyeglass recycling, eye care services and emergency assistance.
Lynda is working towards obtaining CFP® certification. The CFP® Board is a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP® Board establishes and enforces education, examination, experience and ethics requirements for CFP.® Lynda holds an MBA from the University of
1 The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
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.