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 with additional offices at Red Hook, Rhinebeck, Hurley, Woodstock , 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: 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.
- Studied at Manhattan College
- Licensed Professional Financial Advisor, 1997
- 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
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.