Wealth Management at Hudson Valley Credit Union offers a comprehensive suite of financial planning and investment services tailored to individuals, families, and small business owners throughout the Hudson Valley region. Powered by LPL Financial, the firm combines the resources of a national brokerage with the personalized service and community focus that comes from being part of a trusted local credit union. Their advisors specialize in helping clients plan for long-term goals such as retirement, education funding, and wealth transfer.

What sets this organization apart is its deep connection to the local community and its client-centered philosophy, which emphasizes transparency and ongoing education. The team offers personalized investment strategies aligned with each client’s risk tolerance and financial goals, alongside objective guidance that is free from commission-driven products. Wealth Management at HVCU integrates financial planning with holistic advice, ensuring members receive coordinated wealth strategies as part of their broader financial wellness. With a mission rooted in financial empowerment, the firm is committed to building lasting relationships and delivering fiduciary-focused service.

Website: https://www.wealthathvcu.com/

Key Services:

– Comprehensive financial planning
– Retirement planning strategies
– Investment portfolio management
– Tax-efficient investment strategies
– Estate and legacy planning
– Business planning and succession strategies
– Insurance planning (life, disability, long-term care)
– College education savings plans