Wealth Management at Hudson Valley Credit Union

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Wealth Management at Hudson Valley Credit Union We are experienced Financial Consultants that are available to assist you with your financial needs in any Hudson Valley Credit Union branch.

Richard has spent years helping clients in Hyde Park and Highland navigate important financial decisions with care, pers...
11/02/2026

Richard has spent years helping clients in Hyde Park and Highland navigate important financial decisions with care, perspective, and a genuine commitment to putting people first.

He has a way of turning financial conversations into lasting relationships. Today, we're celebrating the trust, care, and connections he's built along the way.

From the Wealth Management team at Hudson Valley Credit Union, thank you for making a difference in the lives of so many clients. Happy Anniversary!

The Affordable Care Act (ACA) Marketplace is open starting today through January 15, 2027. Review your health coverage n...
11/01/2026

The Affordable Care Act (ACA) Marketplace is open starting today through January 15, 2027.

Review your health coverage needs, compare plans, and explore your options for the year ahead.

Learn more about eligibility and enrollment at HealthCare.gov.

May your candy stash be endless, your costumes be award-worthy, and your Halloween be filled with fun and laughter! Happ...
10/31/2026

May your candy stash be endless, your costumes be award-worthy, and your Halloween be filled with fun and laughter! Happy Halloween from the Wealth Management Team at Hudson Valley Credit Union.

Year-end financial planning starts well before Q4.Our 2026 Year-End Financial Strategy Guide helps you organize your fin...
10/30/2026

Year-end financial planning starts well before Q4.
Our 2026 Year-End Financial Strategy Guide helps you organize your finances, evaluate progress, and prepare for key tax and planning deadlines so you can make more informed decisions and stay focused on your long-term goals. Review the guide today.

Preparing for year-end financial planning doesn’t start in the final months of the year, it starts well before Q4. Taking time earlier in the year to organize your finances, evaluate your progress, and understand potential tax implications can help you make more informed, confident decisions when ...

Some of the most costly financial decisions are the ones made during times of uncertainty. This article examines key tax...
10/23/2026

Some of the most costly financial decisions are the ones made during times of uncertainty. This article examines key tax issues that can arise after a major life event and why preparation matters more than ever.

Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.

When was the last time you reviewed the security settings on your financial accounts?If you can't remember, you're not a...
10/22/2026

When was the last time you reviewed the security settings on your financial accounts?

If you can't remember, you're not alone.

Many people focus on market swings, inflation, and economic headlines. But the threat most likely to reach you today isn't on Wall Street. It's in your inbox, text messages, or social media feed.

Cybercriminals are looking for one click, one weak password, or one moment of distraction.
Protecting your wealth isn't just about growing it. It's about protecting what you've already built.

Take five minutes today to review your account security settings and visit StaySafeOnline.org for practical tips and tools to help protect your personal and financial information.

To allow our team to come together and celebrate their incredible work and dedication, we will close early on Thursday, ...
10/22/2026

To allow our team to come together and celebrate their incredible work and dedication, we will close early on Thursday, October 22, as we celebrate our annual Employee Appreciation event.

HVCU branches and departments will close at 12:00 p.m.

Thank you for your understanding as we take this time to recognize our team’s hard work and commitment to our values. Regular business hours will resume on Friday, October 23.

Think your will controls everything? Think again.One outdated beneficiary designation could change who receives certain ...
10/19/2026

Think your will controls everything? Think again.

One outdated beneficiary designation could change who receives certain assets, even if your will says otherwise.

That is why one of the most important estate planning tasks is also one of the most overlooked.

When was the last time you reviewed your beneficiaries?

Make sure your assets reach the people you intend. Schedule a beneficiary review today.
👉https://www.wealthathvcu.com/trust-estate-planning

Address

11 Marshall Road Suite 2A
Wappingers Falls, NY
12590

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18454633366

Website

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