Jeff Thatcher joined HVFCU Financial Services in 2004 with the vision of providing members with access to independent and personalized financial planning strategies that enable them to identify and work toward their lifelong goals. Under his leadership, HVFCU Financial Services has evolved to become a full-service provider of affordable financial planning. He has cultivated a team of experienced professionals who focus on the total member relationship and offer unbiased advice and guidance for tough and important financial decisions.
Since 2007, Jeff Thatcher has been a member of LPL Financial’s Elite Chairman’s Club, in recognition for his role in developing HVFCU Financial Services into one of LPL’s most successful clients, based in a financial institution. This distinction is based on an annual production ranking of all registered advisors supported by LPL Financial, and is awarded to less than six percent of the approximately 12,800 advisors affiliated with LPL Financial nationwide. LPL Financial has more than 780 financial institution clients, and serves as HVFCU Financial Services broker/dealer
Jeff has the distinction of being a registered Financial Representative for more than 20 years. His extensive background in finance and quality service provides him with a comprehensive foundation that benefits credit union members. Jeff has earned the designation of CERTIFIED FINANCIAL PLANNER,™ which required completing a rigorous 2-year course and passing the national exam. CFP® professionals must meet the Financial Planners Standards Council standards in education, experience, examination and ethics. CFP® professionals must also have 30 hours of continuing education every year and agree to abide by the CFP® Code of Ethics to renew their right to use the credential annually.
A resident of Dutchess County for 35 years, Jeff lives in the Millbrook area with his wife and children. Jeff is an active volunteer for the Community Foundation of Dutchess County, and a board member of ERVK since 2011.
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.