Organization Name: Wealth Management at Hudson Valley Credit Union
Industry: Social Services

Wealth Management at Hudson Valley Credit Union (HVCU) offers financial planning and consultative services to help individuals and families improve their long-term financial well-being. As part of the broader Hudson Valley Credit Union network, this division integrates financial empowerment into its mission by guiding members toward responsible and informed financial decision-making. With an emphasis on education and personalized service, Wealth Management at HVCU helps clients navigate life transitions such as retirement, college savings, and estate planning. While primarily a financial service, their approach supports broader social service goals—like increasing economic stability and financial literacy in the community.

Their advisors work closely with individuals from all walks of life, including underserved populations, offering tailored strategies that promote sustainable financial health. Through seminars, community workshops, and one-on-one counseling, they make financial knowledge more accessible to local residents. The organization partners with LPL Financial for its investment services, ensuring a high standard of compliance and expertise. This commitment to supporting financial resiliency strengthens the socio-economic fabric of the greater Hudson Valley region.

Key Services:

– Personalized financial planning and coaching
– Retirement income strategies
– College savings plans (529 plans)
– Estate and legacy planning
– Investment management through LPL Financial
– Financial education workshops and community outreach
– Risk management and insurance solutions
– Budgeting and debt management strategies