Matt Giorgi’s enthusiasm and dedication in helping people plan for a better financial future is clear to the members who seek his assistance. Throughout his career, Matt has provided hundreds of HVFCU members with financial guidance. As a Sr. Financial Consultant at HVFCU Financial Services, Matt is experienced in Asset 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 Long Term Care and Life Insurance professional.
In 2014, Matt 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.
Matt’s extensive background in finance and quality service provides him with a comprehensive foundation that benefits credit union members. Matt’s mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, Matt also conducts a number of free, educational seminars and workshops on timely topics such as Social Security, retirement, and estate planning.
As a lifelong resident of Dutchess County, Matt has deep roots within the community. He resides in Poughkeepsie with his wife and three children. Matt is an active member of HVFCU’s Community Involvement Committee, serving as Chairperson for special events that support local charity organizations such as Meals On Wheels of Poughkeepsie and our Adopt-a-Highway program. He is also an active volunteer for the Community Foundation of Dutchess County.
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.