Don't forget! The deadline to file for an extension on your 2024 Federal taxes or make an IRA contribution is Tuesday, April 15th. #IRAContributionsDeadline #TaxDay2025 #FederalTaxes
Wealth Management at Hudson Valley Credit Union
Financial Services
Wappingers Falls, New York 207 followers
Our team approach offers a range of services to provide more benefits to our clients.
About us
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 representative who can assist you with all your financial planning needs. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC) sipc.org. Insurance products are offered through LPL or its licensed affiliates. Hudson Valley Credit Union and Wealth Management at 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 at Hudson Valley Credit Union. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://wealthathvcu.com
- Website
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https://www.wealthathvcu.com/
External link for Wealth Management at Hudson Valley Credit Union
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Wappingers Falls, New York
- Type
- Privately Held
Locations
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Primary
Get directions
11 Marshall Rd
Suite 2A
Wappingers Falls, New York 12590, US
Employees at Wealth Management at Hudson Valley Credit Union
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Amy Shumaker
AVP Operations Wealth Management at Hudson Valley Credit Union/LPL Financial
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Ray Khoury
Financial Consultant at Wealth Management at Hudson Valley Credit Union
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Hunter Fauci
Wealth Management at Hudson Valley Credit Union
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Raymond Abreu
LPL Registered Relationship Manager at Hudson Valley Credit Union
Updates
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Happy April Fool's Day! Just like the perfect prank, retirement planning needs a great strategy! Don’t wait for the "surprise" of unexpected expenses! Start planning now with Wealth Management at Hudson Valley Credit Union. Because the only surprise should be how easy it is! #RetirementPlanning #WHVCU #AprilFools
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Are you prepared for the upcoming estate tax changes in 2025? As policies shift, wealthy individuals need to stay ahead. Discover how the impending sunset of tax laws could reshape your estate planning strategy in our latest article. #EstateTaxes
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Tune in to the LPL Financial Market Signals Podcast for expert insights and analysis on the latest market trends and investment strategies! Click the link to listen to the latest episode. https://lnkd.in/dTKQmVtc
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Spring cleaning isn’t just about decluttering your home—it's the perfect time to ensure your important documents are safe and organized! Having easy access to essential information can save your family from stress in an emergency. Discover how to secure your vital documents in our latest blog. #SpringCleaning #DocumentSafety #PeaceOfMind
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Happy Anniversary, Michael! Cheers to 20 incredible years at Hudson Valley Credit Union's Wealth Management team! Your dedication and expertise inspire us all. Here’s to many more years of success and growth together! #HappyAnniversary
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We are thrilled to announce that Chris Cantele, VP and Director of Wealth Management at Hudson Valley Credit Union, has been named a member of the prestigious LPL Ambassador Council! Chris is one of 60 members selected from over 29,000 LPL advisors and institution leaders nationwide. This council serves as a voice for LPL’s broad advisor base, helping to deepen relationships and share valuable industry insights. Join us in congratulating Chris on this significant achievement! 👏 #HudsonValleyCreditUnion #WealthManagement #LPLFinancial #AmbassadorCouncil #Congratulations
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Welcome, spring! As nature awakens from its winter slumber, new possibilities bloom all around us. Let the fresh air and budding flowers remind us that every day brings a chance for growth and renewal. #NewBeginnings
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In the latest #WeeklyMarketCommentary: U.S. equity markets hit correction territory last week—marking the first dip in 344 days! With tariff uncertainties stoking economic growth worries, investors are shifting strategies. Read the full report here: https://lnkd.in/dXpGWBrs
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Happy St. Patrick's Day from all of us at Wealth Management at Hudson Valley Credit Union! As you celebrate this festive occasion, remember that just like the luck of the Irish, wealth isn't just about riches—it's about making wise choices and nurturing your financial goals. May your day be filled with joy, laughter, and prosperous opportunities! #StPatricksDay #WealthWisdom
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