Financial Consultant | Poughkeepsie
Matt Giorgi’s enthusiasm and dedication in helping people plan for a better financial future is clear to the credit union members who seek his assistance. Throughout his career, Matt has provided hundreds of credit union members with financial guidance. As a Financial Consultant at Wealth Management at Hudson Valley Credit Union, Matt is experienced in Asset Management, Retirement Planning, Tax-efficient College Savings Programs and Estate Planning. He is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
From 2014-2019, Matt was recognized as a top financial advisor and named to the LPL Financial Director’s Club. This achievement is based on annual production among LPL Advisors only.
Matt’s extensive background in finance and quality service provides him with a comprehensive foundation that benefits credit union members. Matt’s mission is to offer credit union members personalized options that allow them to make informed financial decisions. In addition to meeting personally with credit union members, Matt also conducts a number of free, educational seminars and workshops on timely topics such as Social Security, retirement, and estate planning.
As a lifelong resident of Dutchess County, Matt has deep roots within the community. He resides in Poughkeepsie with his wife and three children. Matt previously served as a member of HVFCU’s Community Involvement Committee, serving as Chairperson for special events that support local charity organizations such as Meals On Wheels of Poughkeepsie and our Adopt-a-Highway program. He is also an active volunteer for the Community Foundation of Dutchess County.