SEVEN OUT OF TEN AMERICAN WORKERS SAY
FINANCIAL STRESS IS THEIR MOST COMMON CAUSE OF STRESS*

One on One Guidance

Our advisors 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 advisors 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 will benefit from reconfirming your goals and getting a second analysis of your investment plan.


The Mid-Hudson Valley Investment and Retirement Center program is offered through CUNA Brokerage Services, Inc.,** a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Insure and Protect What Matters Most to you

Meet the MHV Investment & Retirement Team

Photo of Vice President, Wealth Management

Sal Bocchimuzzo, CFP®

Vice President, Wealth Management

Kingston & Saugerties

Photo of Financial Advisor

Jason Netrosio

Financial Advisor

Woodstock, Port Ewen, Highland,
Middletown, Newburgh, Red Hook &
Fishkill

Photo of Financial Advisor

Daniel McDonough

Financial Advisor

Kingston, LaGrange, Hurley,
Poughkeepsie & Rhinebeck

Appointments available at any MHV branch location by request.

OR CALL US AT 845.336.4444, ext. 3166 or 3126

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

CALCULATE YOUR FUTURE EARNINGS

HAVE MORE QUESTIONS?

Not NCUA Insured
Not Credit Union Guaranteed
May Lose Value
Not a Credit Union Obligation
* American Psychology Association, Stress in America: Are Teens Adopting Adults’ Stress Habits? (2014), available at http://www.apa.org/news/press/releases/stress/2013/stress-report.pdf; PricewaterhouseCoopers, LLC, Employee Financial Wellness Survey 10 (2014), available at http://www.pwc.com/en_US/us/private-company-services/publications/assets/pwc-employee-financial-wellness-survey-2014-results.pdf.

**Mid-Hudson Valley Investment and Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

***2016 insurance barometer study, Life Happens and Limra


FR-2403186.1-0119-0221