Broker Check
Michael Montaruli

Michael Montaruli

Financial Consultant | Mahopac/Brewster/Carmel

Michael Montaruli is a Financial Consultant for Wealth Management at Hudson Valley Credit Union. Michael is well-versed in helping individuals and families navigate financial waters and create a plan for their financial future. Michael has helped hundreds of investors understand their own finances and pursue their goals since joining in 2005. As a Wealth Management Consultant, Michael is experienced in Investment 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 Life Insurance professional.

As a lifelong Hudson Valley area resident, Michael understands the benefits and challenges that come with living in New York and is well suited to helping his clients thrive in this area and beyond. He lives in Poughkeepsie with his wife and two children, is an avid Green Bay Packers fan, and loves going to the movies.

Michael also conducts a number of free, educational seminars and workshops on timely topics such as Social Security, retirement, and estate planning.