Lynda Beisner has spent almost 20 years helping people to define and work toward their financial goals. As a Sr. 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.
Since 2010, Lynda has been recognized annually, 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’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 topic such as Social Security, Retirement, and Estate Planning.
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, with a concentration in Finance.
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.