We are now accepting new applications for Round 2 of the Paycheck Protection Program (PPP). Please have all required documentation ready before completing the application. Visit our PPP page to get started.
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.
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.
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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Kingston & Saugerties
Kingston, LaGrange, Hurley,
Poughkeepsie & Rhinebeck
Woodstock, Port Ewen, Highland,
Middletown, Newburgh, Red Hook &
Check the background of the investment professionals on FINRA’s Broker Check