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Michael Montaruli

Michael Montaruli

Financial Consultant | Mahopac/Brewster/Carmel

845-463-3011 x 2114

Michael.Montaruli@HVCUWealth.com

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Office: 845.463.3366

1810 South Road

Suite 121

Wappingers Falls, NY 12590

Support@HVCUWealth.com

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Supervisory Office:
Chris Cantele, Wealth Management at Hudson Valley Credit Union
1810 South Road, Suite 121
Wappingers Falls, NY 12590
845.463.3366, (fax) 845.463.4172
email: christopher.cantele@lpl.com

Thank you for considering Wealth Management at Hudson Valley Credit Union for your financial planning needs.

Wealth Management at Hudson Valley Credit Union has a team of seasoned professionals who focus on the total member relationship. Our goal is to offer unbiased advice and guidance through important financial decisions, and are dedicated in helping members just like you pursue your financial goals.

Hudson Valley Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), dba Wealth Management at Hudson Valley Credit Union, pursuant to an agreement that allows LPL to pay the Hudson Valley Credit Union for these referrals. This creates an incentive for the Hudson Valley Credit Union to make these referrals, resulting in a conflict of interest. Hudson Valley Credit Union is not a current client of LPL for brokerage or advisory services.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Wealth Management at Hudson Valley Credit Union and Hudson Valley Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Hudson Valley Credit Union, and may also be employees of Hudson Valley Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Hudson Valley Credit Union or Wealth Management Hudson Valley Credit Union. Securities and insurance offered through LPL or its affiliates are:

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May Lose Value

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