Kimberly Barnett’s personal attention and dedication in helping people obtain financial guidance is clear to all those that she meets. Since joining the credit union in 2005, Kimberly has helped hundreds of members to pursue their financial goals. As an HVFCU Financial Services Consultant, Kimberly is experienced in Investment Management, Retirement Planning, Tax-efficient College Savings Programs, and Estate Planning. She is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
Kimberly’s mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members.
Kimberly also conducts a number of free, educational seminars and workshops on timely topics such Social Security, retirement, and estate planning.
Kimberly graduated with a BS from Marist College.
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.