1According to kiplinger.com
2Offer valid for members who open a new investment account with HVFCU Financial Services through LPL Financial between 1/23/2017 and 3/03/2017. Must be a new account with an opening value of $15,000 or more. Limit one Amazon Gift Card per individual per calendar year. Void where prohibited. You will receive your Amazon Gift Card no later than 30 days after account is funded. Amazon Gift Card may be considered taxable income and may be subject to 1099 reporting for tax purposes.
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
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.