MHV INVESTMENT & RETIREMENT CENTER

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CONTACT US

By Email -

Sal Bocchimuzzo, CFP

Jason Netrosio

 

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 with additional offices at Red Hook, Rhinebeck, Hurley, Woodstock , and Saugerties branch locations. 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

 

Jason Netrosio

 

Financial Advisor

Located at: Credit Union Center, 1099 Morton Blvd., Kingston with additional offices at Middletown, Newburgh, Poughkeepsie, Highland, & Port Ewen 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

 

 

Call 800.451.8373 at ext. 3166 to meet with our representatives. There is no cost or obligation.

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.


Join Us!

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

 

Where to Find Us?

MHV Branches & ATMs

Surcharge-Free Network ATMs

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