MEET THE MHV INVESTMENT & RETIREMENT CENTER TEAM

Sal Bocchimuzzo, CFP®
Vice President, Wealth Management
Email: [email protected]
Kingston & Saugerties

Daniel McDonough, CRPC®
Vice President, Wealth Management
Email: [email protected]
Kingston, Hurley, Port Ewen, Saugerties, Red Hook, Rhinebeck, Lagrange & Poughkeesie
CRPC® conferred by the College for Financial Planning

Jason Netrosio
LPL Financial Advisor
Email: [email protected]
Woodstock, Middletown, Newburgh, Peekskill, Fishkill & Highland
Appointments available at any MHV branch location by request.
OR CALL US AT 845.336.4444, ext. 3515
Check the background of the investment professionals associated with this site on FINRA’s Broker Check
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*2022 Insurance Barometer Study, Life Happens and Limra. https://www.limra.com/en/research/research-abstracts-public/2022/2022-insurance-barometer/
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Opens in a new window)/SIPC(Opens in a new window)). Insurance products are offered through LPL or its licensed affiliates. Mid-Hudson Valley Federal Credit Union (MHV) and MHV Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MHV Investment & Retirement Center, and may also be employees of MHV. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MHV or MHV Investment and Retirement Center. Securities and insurance offered through LPL or its affiliates are: Your Credit Union (“Mid-Hudson Valley Federal Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mid-Hudson Valley Federal Credit Union for these referrals. This creates and incentive for Mid-Hudson Valley Federal Credit Union to make these referrals, resulting in a conflict of interest. Mid-Hudson Valley Federal Credit Union is not a current client of LPL for advisory services.
Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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