Daniel Cwik’s personal attention and dedication has helped countless families plan for a more secure financial future. As a Financial Consultant at Wealth Management at Hudson Valley Credit Union, Dan is experienced in Retirement Planning, Portfolio Review, Investment Management, Tax-efficient College Savings Programs and Estate Planning. In addition, he is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
Dan’s mission is to offer personalized options that allow investors to make informed financial decisions. In addition to meeting personally with clients, he also conducts a number of free, educational seminars and workshops on timely topics such as Social Security, retirement, and estate planning.
Dan was born and raised in Dutchess County and currently resides in Poughkeepsie with his wife and two children. He is also an active member of several local organizations, including the Pirate Canoe Club and Germania.