We strive to develop lasting relationships with quality members – like you. Over the years, many of our clients have asked us to speak with friends, relatives, or colleagues about financial planning services. We consider it an honor and a privilege, and are always happy to do the same for anyone you know who may need professional investment advice.
Be assured that each client relationship is afforded the highest standards of confidentiality as well as thoughtful and courteous service. We only offer investment advice and counsel once we have done our homework and thoroughly understand an individual’s needs.
We appreciate the opportunity to conduct a complimentary portfolio review and consultation for someone you personally know, on a no-pressure, no-obligation basis. If they’re not satisfied with or interested in our services, we will not contact them further — you have our word.
Please use the form below to refer a friend, family member, or colleague to HVFCU Financial Services.
Required fields marked with a *
We are sorry, but there was an error and your form was not submitted.
Jeffrey G Thatcher CFP®, HVFCU Financial Services located at Hudson Valley Federal Credit Union,
9 Mall Plaza
1810 South Road, Suite 121
Wappingers Falls, NY 12590
845.463.3366, (fax) 845.463.4172
email: [email protected]
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.
The LPL Financial registered representatives associated with this site may only discuss and / or transact securities business with residents of the following states: New York.