SEVEN OUT OF TEN AMERICAN WORKERS SAY
FINANCIAL STRESS IS THEIR MOST COMMON CAUSE OF 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 will 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 reaching your goal. Our professionals will help you create a plan to save for and pay for college expenses.

401k & Rollovers

If you’ve changed jobs at any point and left your 401(k) behind, we can help you create a roll over strategy to consolidate your accounts and review your investment options.

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 reach any financial goals.

Estate Conservation

Our professionals can help you develop a plan that preserves your accumulated wealth. We’ll help you get started and recommend strategies to help you achieve your personal estate planning objectives.*
*For legal questions, including a discussion about estate planning, please consult your attorney.  

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.

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. Did you know that 1 in 3 households would have immediate trouble paying living expenses if the primary wage earner passed away?*** 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 Team

Photo of Vice President, Wealth Management

Sal Bocchimuzzo, CFP®

Vice President, Wealth Management

Kingston & Saugerties

Photo of Financial Advisor

Daniel McDonough, CRPC®

Financial Advisor

Kingston, LaGrange, Hurley,
Poughkeepsie & Rhinebeck

Photo of Financial Advisor

Jason Netrosio

Financial Advisor

Woodstock, Highland, Middletown, 
Red Hook & Fishkill

Photo of Associate Financial Advisor

Dan Toronto

Associate Financial Advisor

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?

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 Center Financial Professionals 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-3462124.1-0221-0323