MHV INVESTMENT & RETIREMENT CENTER
By Email -
By Phone -
800.451.8373, ext 3166
Meet the MHV Investment & Retirement Representatives
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®
Vice President, Wealth Management
Located at: Credit Union Center; 1099 Morton Blvd., Kingston and Saugerties branch locations. Appointments available at additional MHV branch locations by request.
- B.S., Business Administration, State University of New York at Albany, 1990
- Earned CFP® (Certified Financial Planner) designation, 2003
- Financial Planning Association, 2006-present
- CUNA Mutual Group President's Council, 2008
Located at: Hurley Ave, Woodstock, Newburgh, and Middletown branch locations. Appointments available at additional MHV branch locations by request.
- Studied at Manhattan College
- Licensed Professional Financial Advisor, 1997
- Securities License Series 7, 63, and 65
- Insurance License Accident, Life, and Health
Located at: Port Ewen, Red Hook, Rhinebeck, Highland, and Poughkeepsie branch locations. Appointments available at additional MHV branch locations by request.
- Long Island University, C.W. Post
- Securities License Series 7, 9, 10, 63, 66
- Insurance License Life, and Health
- Schwab Private Client Circle of Excellence 2001, 2002, 2006, 2007
Call 800.451.8373 ext. 3166 or 3126 to meet with our representatives. There is no cost or obligation.
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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.