Meet our Representatives

Sal and Jason

As Financial Advisors, MHV Investment & Retirement Representatives are especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Our representatives are Registered Representatives of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC.


Salvatore Bocchimuzzo, CFP®

Salvatore Bocchimuzzo, CFP®

Located at:

Credit Union Center; 1099 Morton Blvd., Kingston with an additional office at the Saugerties branch location. Appointments available at additional MHV branch locations by request.

Education:

  • B.S., Business Administration, State University of New York at Albany, 1990
  • Earned CFP® (Certified Financial Planner) designation, 2003

Memberships:

  • Financial Planning Association, 2006-present

Career Highlights:

  • CUNA Mutual Group President's Council, 2008

 

Check the background of this investment professional on FINRA's BrokerCheck.


Jason Netrosio

Jason Netrosio

Located at:

Hurley Ave, Woodstock, Newburgh, Middletown, Port Ewen, Red Hook, Rhinebeck, Highland, and Poughkeepsie branch locations. Appointments available at additional MHV branch locations by request.

Education:

  • Studied at Manhattan College
  • Licensed Professional Financial Advisor, 1997

Career Highlights:

  • Securities License Series 7, 63, and 65
  • Insurance License Accident, Life, and Health

 

Check the background of this investment professional on FINRA's BrokerCheck.


Daniel McDonough

Daniel McDonough

Located at:

Credit Union Center; 1099 Morton Blvd., Kingston. Appointments available at additional MHV branch locations by request.

Education:

  • Studied at Ulster County Community College and the State University of New York at Albany

Career Highlights:

  • Securities License Series 7, and 66
  • Insurance License Accident, Life, and Health

 

Check the background of this investment professional on FINRA's BrokerCheck.

Call 845.336.4444 at ext. 3166 or 3126 to meet with our representatives. There is no cost or obligation.

CUNA Mutual MEMBERS Financial Services site.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer in all fifty states of the United States of America and investment advisor. CBSI is under contract with Mid-Hudson Valley Federal Credit Union to make securities available to it's members. Products offered are not NCUA/NCUSIF/FDIC insured, involve investment risk and may lose value (including the possible loss of principle), and are not guaranteed by Mid-Hudson Valley Federal Credit Union or any affiliated entity. Products may be referred to or offered by an employee of Mid-Hudson Valley Federal Credit Union who serves both functions of accepting member deposits and the selling of non-deposit investment products. Not an obligation of the credit union.