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Check the background of the investment professionals on FINRA’s Broker Check

*By submitting this form, I agree to be contacted by MHV Investment and Retirement Center to discuss my needs even though my name may appear on the federal or state do not call list.


The financial professionals at MHV Investment & Retirement Center are financial advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 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:


Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value







The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 
*2022 Insurance Barometer Study, Life Happens and Limra. https://www.limra.com/en/research/research-abstracts-public/2022/2022-insurance-barometer/

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