Investment & Retirement Services

Retirement planning can take on many forms. Whether you simply want to open an IRA or you are looking for more complex financial planning, we’ve got the tools and resources to help you pursue your retirement goals.

Financial Planning

It’s important to have a relationship with a Financial Consultant you trust – one who provides independent advice and understands your needs. A Financial Consultant with Wealth Management at Hudson Valley Credit Union can assist you with:

• Portfolio Review
• Retirement Planning
• Income Planning
• Wealth Accumulation
• Long-Term Planning

Needs vary when it comes to selecting an IRA, depending on where you are in life and how you want your funds to be taxed after retirement. It’s never too late to start an IRA. We offer access to:

• Traditional IRAs
• Roth IRAs