HVFCU Financial Services
It’s important to have a relationship with a financial advisor you can trust – one who provides unbiased advice and understands your needs. Find out why our personalized options and exceptional services make us an industry leader in financial planning.
Menu of Services
HVFCU Financial Services has what you need for every planning purpose, including:
- Portfolio Review
- Retirement Planning
- Income Planning
- Wealth Accumulation
- Long-Term Planning
Explore Our Services
Our experienced Financial Consultants have access to a complete array of financial products and planning services, all tailored to your unique situation. They are:
- Available in every branch location, by appointment
- Your local resource for comprehensive financial guidance
Meet Our Team
WealthVisionSM is designed to consolidate all of your accounts, assets, and information into one secure location, making your personal financial life easier to manage. With WealthVisionSM, you can consolidate your:
- Financial Accounts
- Tax and Legal Documents
- Specific Goals
- Strategic Plans
- Insurance Coverage
Ensuring that your legacy is carried out according to your wishes after you die requires a well-planned strategy.
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:
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.