FIVE HVFCU FINANCIAL SERVICES CONSULTANTS NAMED TOP ADVISORS IN THE HUDSON VALLEY


Poughkeepsie, N.Y. (July 20, 2011) – Five financial consultants with HVFCU Financial Services at Hudson Valley Federal Credit Union were named a top advisor in the June issue of Hudson Valley Magazine. HVFCU Financial Services honorees include Lynda Beisner, Chris Cantele, Joe Carbo, Carol Felter and Ilske Veringa, CFP®.

More than 50,000 households within the Hudson Valley area were surveyed. Less than 5% of the 4,500 financial advisors in the Hudson Valley earned the distinction of being named a Five Star Wealth Manager. 

The Hudson Valley 2011 Five Star Wealth Manager independent survey measured local residents’ overall satisfaction with their financial advisor based upon the evaluation of nine criteria including service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation.

About HVFCU Financial Services:

HVFCU Financial Services provides independent and personalized financial planning strategies. The financial consultants at HVFCU Financial Services are a local resource for comprehensive portfolio review, income planning, retirement planning, wealth accumulation, tax planning, asset protection, college planning and estate planning. For more information about HVFCU Financial Services, their products and services, visit hvfcu.org or call 845.463.3366.

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2011*).  Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 12,000 financial advisors and over 750 financial institutions who, in turn, provide independent financial guidance to Americans.

* Based on total revenues, Financial Planning magazine, June 1996-2011.

Securities and advisory services offered through LPL Financial, a registered investement advisor. Member FINRA/SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured No Credit Union Guarantee May Lose Value

 

About HVFCU:

Hudson Valley Federal Credit Union is a community-chartered credit union providing personal financial services to more than 244,000 members. HVFCU offers savings and loan programs to people who live, work, worship, volunteer or attend school in Dutchess, Orange, Ulster and Putnam Counties. With more than $3 billion in assets, HVFCU serves its members through 20 branch locations, a nationwide network of more than 72,000 surcharge-free ATMs, Internet Banking, online bill payment and 24-hour account access by telephone. HVFCU is federally insured by the National Credit Union Administration (NCUA). For more information, visit hvfcu.org.

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When our clients win, we win.
- Tony MorinoSenior Vice President