MHV Investment & Retirement Center

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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.
  • IRA

    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

    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.
  • Graduation cap

    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.
  • rotating money

    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 icon

    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 icons

    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 icon

    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

Sal Bocchimuzzo photo

Sal Bocchimuzzo, CFP®

Vice President, Wealth Management

Email: s.bocchimuzzo@lpl.com


Kingston & Saugerties

Daniel McDonough photo

Daniel McDonough, CRPC®

Vice President, Wealth Management

Email: d.mcdonough@lpl.com


Kingston, Hurley, Port Ewen, Saugerties, Red Hook, Rhinebeck, Lagrange & Poughkeepsie

CRPC® conferred by the College for Financial Planning

Jason Netrosio photo

Jason Netrosio

LPL Financial Advisor

Email: jason.netrosio@lpl.com


Woodstock, Middletown, Newburgh, Peekskill, Fishkill & Highland

Schedule an Appointment

Appointments available at any MHV branch location by request.

OR CALL US AT 845.336.4444, ext. 3515

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Calculate Your Future Earnings

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


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: LPL disclosureYour Credit Union (“Mid-Hudson Valley Federal Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mid-Hudson Valley Federal Credit Union for these referrals. This creates an incentive for Mid-Hudson Valley Federal Credit Union to make these referrals, resulting in a conflict of interest. Mid-Hudson Valley Federal Credit Union is not a current client of LPL for advisory services.  

Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

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