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1810 South Road, Suite 121, Wappingers Falls, NY 12590

(845) 463-3366
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A Personalized Approach

A Personalized Approach

We give every client our undivided attention.

Wealth Management

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Avoid the Potholes On the Road to Retirement!

Avoid the Potholes On the Road to Retirement!

Navigating the road to retirement can be tricky, but with our FREE eBook, you'll have a handy guide to help you steer clear of financial pitfalls. Don't let these common mistakes slow you down - click below to get your copy now! 

Portfolio Review

Portfolio Review

Our primary goal is to provide independent advice, taking the time to learn more about you and aiming to ensure your portfolio matches your needs now and as you plan for the future.

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Wealth Accumulation

Wealth Accumulation

It doesn’t happen overnight. Let us help you find ways to potentially earn more by focusing on the most important piece- a plan that is specific to you and your needs.

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Retirement

Retirement

Perhaps one of the most important life events you’ll ever plan for, we can help review your current situation and determine if you are on track for retirement as well as a plan once retirement comes.

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Our Services

Our Services

Our resource center offers a spectrum of timely and informative articles that were written with you in mind.

Meet Our Team

Meet Our Team

Experienced Financial Consultants are available to meet with you in any Wealth Management at Hudson Valley Credit Union branch, and you can feel confident that you’ll work with one advisor who can assist you with all your financial planning needs. 


Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your financial confidence.

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Tax

Managing your money involves more than simply making and following a budget.

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Our Mission

To create successful futures for our members, employees, and communities,
one relationship at a time.

Our Vision

To create financial security and a better quality of life.

Our Values

  • We are honest, ethical, and respectful in our actions and interactions.
  • We invest our time, talent, and resources to achieve an enduring, positive impact.
  • We set ambitious goals and deliver exceptional results.
  • We own our decisions and actions.
  • We work as a team, strengthened by our diversity, to exceed expectations.

Have a Question?

Reach out to us, and we can prepare a strategy for you.

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