POUGHKEEPSIE, N.Y. (Dec. 6, 2011) – Scott Morrow, CFP®, a Senior Financial Consultant with HVFCU Financial Services, has begun servicing clients at Hudson Valley Federal Credit Union’s new Montgomery location.
“Scott works very closely with members as a trusted resource and financial counselor,” said Jeffrey G. Thatcher CFP®, Director of HVFCU Financial Services. “He is a well-known financial educator who conducts free workshops on topics such as Estate Planning and the Road to Recovery.”
Mr. Morrow is experienced in Retirement Planning, Estate Planning, Insurance and Wealth Management for both individuals and businesses. He is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
Scott is available by appointment at the Montgomery office at 30 Hawkins Drive and also assists clients at the credit union’s Middletown and Newburgh offices. To schedule an appointment with Scott, call 845.463.3366 or visit hvfcu.org.
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.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its affiliates.
* 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 and commercial financial services to more than 250,000 members. HVFCU offers savings and loan programs to businesses and people who live, work, worship, volunteer or attend school in Dutchess, Orange, Ulster and Putnam Counties. With more than $3.1 billion in assets, HVFCU serves its members through 21 branch locations, a nationwide network of more than 77,000 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.
