You don't have to live with financial stress

One on One Guidance

Our professionals will meet with you at any branch location to help create a personalized strategy for your full financial picture, based on your goals and what matters most to you.

Professional Advice

Rather than reacting to market changes, our professionals will work to create an investment strategy that focuses on working toward specific goals and avoiding emotional reactions to events.

Broad Choice of Investments

We offer a broad range of services for both individual investing as well as planning for businesses. If you already have an established portfolio, you may benefit from reconfirming your goals and getting a second analysis of your investment plan.

Individual Retirement
Accounts (IRA)

Allows an individual to save for retirement with tax-free growth or on a tax-deferred basis depending on which account you select (ROTH IRA versus Traditional IRA).

Retirement Planning


We’ll help you analyze your retirement situation, define your goals, and develop a plan to prepare you for the next great phase of your life.

Education Planning


When it comes to planning for your child’s college education, time is your greatest ally. The more time you have, the more aggressively you can afford to invest to work toward your goal. Our professionals will help you create a plan to save for and pay for college expenses.

401k & Rollover Services

If you’ve changed jobs at any point and left your 401(k) behind, we can help you go over your options to determine what is appropriate for your situation.

Wealth Management

We help our clients manage and/or enhance their financial situation by understanding where their money is invested, how their investments are performing, and how much it’s costing them. We’ll also create a specific plan to help you work toward any financial goals.

Insure and Protect What Matters Most to you

Life Insurance

People buy life insurance to protect those left behind in the wake of an untimely passing – and that brings a certain peace of mind. In fact, 68% of those with life insurance feel secure…compared to just 47% of those without.* Our professionals will work with you to determine the right amount of life insurance for your family and find the right policy that fits your budget.

Long Term Care Insurance

How will you pay for long term care? At the moment, you may not be able to answer that question – but long term care insurance can provide an answer for you. Many clients are opting to make long term care coverage an important part of their retirement strategies because this insurance can help preserve your retirement savings and income if you need extended nursing care.

Meet the MHV Investment & Retirement Center Team

Photo of Vice President, Wealth Management

Sal Bocchimuzzo, CFP®

Vice President, Wealth Management

Kingston & Saugerties

Photo of LPL Financial Advisor

Daniel McDonough, CRPC®

LPL Financial Advisor

Kingston, LaGrange, Hurley,
Poughkeepsie & Rhinebeck

CRPC® conferred by the College for Financial Planning

Photo of LPL Financial Advisor

Jason Netrosio

LPL Financial Advisor

Highland, Middletown,
Peekskill, Red Hook & Woodstock


Photo of Associate Financial Advisor

Dan Toronto

Associate Financial Advisor

Fishkill, Port Ewen & Newburgh

Schedule an Appointment
Appointments available at any MHV branch location by request.

OR CALL US AT 845.336.4444, ext. 3515

Check the background of the investment professionals on FINRA’s Broker Check

CALCULATE YOUR FUTURE EARNINGS

HAVE MORE QUESTIONS?

The financial professionals at MHV Investment & Retirement Center are financial advisors with, and 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. Mid-Hudson Valley Federal Credit Union (MHV) and MHV Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MHV Investment & Retirement Center, and may also be employees of MHV. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MHV or MHV Investment and Retirement Center. 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
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

*2022 Insurance Barometer Study, Life Happens and Limra. https://www.limra.com/en/research/research-abstracts-public/2022/2022-insurance-barometer/

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