A program to help you meet your financial goals
The MHV Investment & Retirement Center provides members with a variety of insurance and investment products that complement those offered by MHV. The program can provide a package of protection and asset accumulation products that can help you reach your personal financial objectives...whether those objectives involve saving for a home, providing a college education, or planning for a comfortable retirement.
Our representatives are dedicated career professionals that are carefully selected and trained to serve you, the member. They can work with you to help you achieve your personal financial goals and provide information on the following services and products:
- Investment Planning
- Retirement Planning
- Education Funding
- Life Insurance Planning
- Estate Conservation
- Long Term Care
- Mutual Funds
You can count on our representatives to work with you to create a financial plan, review your current portfolio and help enhance your goals with informed strategies.
Fill out the form below or call 845.336.4444 at ext. 3166 or 3126 to schedule a no cost/no obligation appointment with one of our representatives.
CUNA Mutual MEMBERS Financial Services site.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer in all fifty states of the United States of America and investment advisor. CBSI is under contract with Mid-Hudson Valley Federal Credit Union to make securities available to it's members. Products offered are not NCUA/NCUSIF/FDIC insured, involve investment risk and may lose value (including the possible loss of principle), and are not guaranteed by Mid-Hudson Valley Federal Credit Union or any affiliated entity. Products may be referred to or offered by an employee of Mid-Hudson Valley Federal Credit Union who serves both functions of accepting member deposits and the selling of non-deposit investment products. Not an obligation of the credit union.