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Meet Our Team

At our firm, we have the client—and only the client—in mind.

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. Your Financial Consultant will take the time to get to know you and they are there to answer questions or help you navigate through life’s important financial decisions. Click below for more information on a Financial Consultant’s background and qualifications.

Financial Consultants

Our Support Team

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.