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.

Insure and Protect What Matters Most to you

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

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/

1-05282836