Wealth Management at Hudson Valley Credit Union - Wappingers Falls (NY)

Cassie Krug Depena Gabriel is an exceptional financial advisor with over 20 years of experience. Hes a trusted mentor and a true expert in helping clients prepare for and navigate retirement. His dedication to his clients is inspiring.

Zack Schneider I recently had the opportunity to work with Sanderson Wealth Management, and I have been thoroughly impressed with their services. Founded in 2001 by John Sanderson, the firm has a rich history and a strong foundation in serving high-net-worth individuals and families. John Sandersons extensive experience, including his time at Ernst & Young, is evident in the firms approach to addressing sophisticated financial needs. From the moment I engaged with Sanderson Wealth Management, I felt confident in their expertise. They operate on a fee-only investment philosophy, ensuring that their advice is always in my best interest. This transparency and dedication to fiduciary standards are what initially drew me to them. Under the leadership of Justin Sanderson, the firm has continued to thrive. Justin, who took over as CEO and rebranded the firm in 2011, has been a pivotal figure in expanding their digital infrastructure and maintaining a high adviser retention rate. His commitment to innovation and client satisfaction is palpable. The range of services they offer is comprehensive and tailored to my unique needs. From investment consulting and financial planning to estate and generational wealth planning, business succession planning, philanthropy, and tax consulting, Sanderson Wealth Management covers all bases. The personalized approach they take, with a small but dedicated team of professionals, ensures that I receive the attention and expertise necessary to manage my wealth effectively. What stands out most is their commitment to the Buffalo community. Despite their growth, they have maintained their headquarters in Buffalo and continue to support local cultural institutions. This local focus resonates with me and adds a personal touch to their professional services. Overall, my experience with Sanderson Wealth Management has been exceptional. Their expertise, personalized service, and dedication to fiduciary principles make them a standout choice for anyone seeking comprehensive wealth management services. If youre looking for a trustworthy and capable partner in managing your wealth, I highly recommend Sanderson Wealth Management.

Carmen Bonne-Annee This has been my bank since they opened in Lake Katrine in 2009. I have needed their services multiple times from making a simple deposit or withdrawal to getting information on CDs and other loans. I have never been disappointed with the branch. Their dedication and professionalism has been their standards. Thank you for coming to our community and changing how banking is done! :)

Debi Johnson Good advice and friendly

erica minnoe Excellent customer service and always very accommodating, helpful and knowledgeable. Very professional and friendly atmosphere. Best interest rates! So satisfied will never leave as a customer to a different bank. My partner Jason Northrup has also been a memeber here at Auburn FCU for a decade plus and is a customer for life. Shout out to Michael Fronzek, commonly working at both the Auburn and weedsport branches. He had the upmost respect, professionalism and was extremely helpful and went above and beyond for us. Highly recommend, thank you Mike!

Emily Martin Been banking here for 20+ years...sometimes super busy...but thats because its a great place to bank...line moves quickly for the most part!

Wendy OShea This is the new main headquarters for Capcom. It has everything you could need from any of the branches. If they offer the service it can be handle at this location. Capcom does everything to make you feel comfortable and they are very helpful.

Cheryl Richardson Gray & Gray has handled our business accounting, payroll, and income taxes for the past 4 years. They are very responsive to our needs and clearly explain all accounting documents and figures. Dawn in Payroll is a pleasure to work with. She is always patient and accurate with our payroll!