Financial Planning

Financial Planning Hero

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.

It’s important to have a relationship with a financial advisor you trust. You want someone who puts your goals first and provides you with personalized options and exceptional service, regardless of how much money you have to invest.

HVFCU Financial Services provides access to a complete array of financial guidance, planning, and products, all tailored to your unique situation. We can help you build, recover, and protect your investments. The Financial Consultants at HVFCU Financial Services are your local resource for comprehensive:

  • Portfolio Review
  • Income Planning
  • Retirement Planning
  • Wealth Accumulation
  • Tax Planning
  • Asset Protection
  • College Planning
  • Estate Planning
  • IRA and 401(k) Rollovers
  • Pre-Tax Investments
  • Life Insurance
  • Business Succession Planning

If you don’t have a plan at this time, or if you want to reevaluate your current strategy, schedule an appointment with one of HVFCU Financial Service’s knowledgeable professionals today or call 845.463.3366.

Supervisory Office:
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: AZ,AK,CA,CO,CT,DE,FL,GA,IL,IN,KY,LA,ME,MD,MA,MN,NE,NV,NH,NM,NJ,NY,NC,OH,OR,PA,RI,SC,TN,TX,UT,VT,VA,WA,WI.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

© 2016 Hudson Valley Federal Credit Union

PO Box 1071, Poughkeepsie, NY 12602-1071
ph: 845.463.3011 / 800.468.3011

Routing Number : 221979363
HVFCU Prepaid Visa Routing Number: click here