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.
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.