Meet Kimberly Bie, Financial Consultant

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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.

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Kimberly Bie’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 Hudson Valley Federal Credit Union members to pursue their financial goals. As an HVFCU Financial Services Consultant, Kimberly is experienced in Investment Management, Retirement Planning, Tax Advantaged 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.

Kimberly graduated with a B.S from Marist College. In addition, she has earned a business paralegal certificate.

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.

    © 2014 Hudson Valley Federal Credit Union

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

    Routing Number : 221979363