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Investment planning TEG Retirement and Advisory Services

Financial Planning Blog

Do you love reading about personal finance as much as we do? Whether you’re new to staying on top of your finances or need some fresh inspiration to grow your wealth, you have come to the right place.

Millennial Parents Pay Rent & Bills

Today’s Feature Article: Here’s how many millennials get help from their parents to pay rent and other bills Roughly a quarter of Millennials (ages 25-34) receive some kind of financial support from their parents due to carrying more debt than previous generations did at their age. […]

50th Celebration Special Offers

We are focused on providing members with sound affordable financial services to make their lives better. Please visit our Special Offers page or call us at 845-452-7323 to take advantage of our Special Celebration Offers, available for a limited time during 4/22/19-5/31/19.

Taste of Country Ticket Stop

Great country music can drive summer and this ticket giveaway contest has tickets for you to attend this year’s Taste of Country Music Festival. Stop by the following branches on the specified date for your chance to win! Branch TOC Stops Thursday May 2: Commerce […]

Important Information

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through LPL Financial, member FINRASIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Financial Planning offered through Lexco Wealth Management, a registered investment advisor and a separate entity fro LPL Financial.

Not NCUA Insured. Not Credit Union Guaranteed. May Lose Value.

Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.