MHV INVESTMENT & RETIREMENT CENTER

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CONTACT US

By Email -

Sal Bocchimuzzo, CFP

Jason Netrosio

 

By Phone -
800.451.8373, ext 3166

A Program to Help You Meet Your Financial Goals

The MHV Investment & Retirement Center provides members with a variety of insurance and investment products that complement those offered by MHV. The program can provide a package of protection and asset accumulation products that can help you reach your personal financial objectives...whether those objectives involve saving for a home, providing a college education, or planning for a comfortable retirement.

 

Our representatives are dedicated career professionals that are carefully selected and trained to serve you, the member. They can work with you to help you achieve your personal financial goals and provide information on the following services and products:

  • Investment Planning
  • Retirement Planning
  • Education Funding
  • Life Insurance Planning
  • Estate Planning
  • Long Term Care
  • Mutual Funds
  • Stocks/Bonds

MHV Investment & Retirement Center Representatives, Sal Bocchimuzzo, CFP® and Jason Netrosio, can help you start your plan, review your current portfolio and enhance your goals with informed strategies.

 

Attend a Free Seminar

Social Security & Your Retirement

brought to you by the MHV Investment & Retirement Center*

 

Date/Time: Tuesday, May 20 at 6:00 p.m.

Location: Credit Union Center, 1099 Morton Blvd., Kingston 12401

Guest Speaker: Eric DiBraccio, Regional Director with CUNA Mutual Group**

Host: Sal Bocchimuzzo, CFP®, MHV Investment & Retirement Center Representative

 

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But many individuals don’t realize there are options to consider when it comes to collecting Social Security. The decisions you make now could help you get more out of your benefits.

 

Are you looking for more information about how to maximize your Social Security benefits? Your plans for drawing Social Security are a critical financial decision, and if you know the “rules of the road” it can make a big difference in the success of your retirement journey. Whether it’s the timing of starting your Social Security, or ways you and your spouse can coordinate benefits, there are different routes you can take. The path you follow could help you get more out of your benefits.

 

Find out how Social Security can play an important role on your road to retirement and discover financial strategies you can use to maximize your benefits as part of your retirement plan.


 

Refreshments will be served. A reservation for all seminars is required as seating is limited by calling 800.451.8373, ext 3238 or emailing seminars@mhvfcu.com.

 

 

 

Clear Direction on the Road to Retirement

brought to you by the MHV Investment & Retirement Center*

 

Date/Time: Wednesday, June 4 at 6:00 p.m.

Location: Highland Branch

Spearker: Jason Netrosio, MHV Investment & Retirement Center Representative

 

There's a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. A "hit-or-miss" plan for generating retirement income may prevent you from enjoying the stress-free retirement journey you've worked so hard for. Don't let this happen to you. Learn answers to your retirement income planning questions now. This seminar will concentrate on the strategies and planning necessary to make your retirement successful.

 

Refreshments will be served. A reservation for all seminars is required as seating is limited by calling 800.451.8373, ext 3238 or emailing seminars@mhvfcu.com

 

 

 

 

Click here to link to the

CUNA Mutual MEMBERS Financial Services site.


 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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.

**All guarantees are based on the claims-paying ability of the issuer. Representative does not specialize in Social Security issues. For questions about your Social Security benefits, contact your local Social Security office. Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions consult your attorney.



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Ready to take ownership of your financial institution? Click here to become a member!

 

Where to Find Us?

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