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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
MHV Investment & Retirement Center Representatives, Sal Bocchimuzzo, CFP®, Jason Netrosio and Thomas Kilkenney can help you start your plan, review your current portfolio and enhance your goals with informed strategies.
Attend a Free Seminar
Women & Investing
brought to you by MHV's Investment & Retirement Center*
Date/Time: Thursday, February 26 at 6:00 p.m.
Credit Union Center, 1099 Morton Boulevard, Kingston
Speaker: Sal Bocchimuzzo, CFP, MHV Investment & Retirement Center Representative
Women & Investing focuses on the importance of women taking control of their own future through investing, and will cover investment principles and opportunities such as:
• Asset Allocation
• Investor Behavior
• Mutual Funds
Refreshments will be served. A reservation for all seminars is required as seating is limited by calling 800.451.8373, ext 3238 or emailing firstname.lastname@example.org
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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.