Curt Schultzberg, NSSA® Advisor · Goshen, NY
Curt Schultzberg
Vice President, Hudson Valley Investment Advisors, Inc.
Professional Profile
CURT SCHULTZBERG is a highly respected Vice President at Hudson Valley Investment Advisors, Inc., where his extensive expertise in finance and commitment to client success converge. With a robust background spanning various sectors of the financial industry, Curt has honed his skills in intermediary wholesaling, business development, and operational leadership—experience that equips him to deliver unparalleled guidance in navigating social security and investment strategies.
As a holder of the NSSA® Social Security certification, Curt Schultzberg brings specialized knowledge of Social Security planning to every client relationship.
Having served as Chief Administrative Officer for a national Broker Dealer and spearheading domestic mergers and acquisitions for a multinational insurance company, Curt brings a wealth of knowledge that is invaluable to his clients. His transition to the retail side of the business, along with his recent focus on building a client-centric firm at Hudson Valley Investment Advisors, reflects his dedication to providing expert advice tailored to individual needs.
A proud alumnus of the State University of New York, Oswego, Curt actively contributes to his alma mater as Chair of the Dean’s Advisory Board for the College of Business and Entrepreneurship. Outside of his professional commitments, he cherishes quality time with his adult children and enjoys the outdoors—whether it's hiking, biking, or attending live music events. Trust Curt Schultzberg to bring his extensive experience and personal touch to your financial journey, making him a reliable choice for those seeking expertise in social security and investment planning in New York's Hudson Valley.
Disclosure
Investments in securities are not insured, protected, or guaranteed and may result in loss of income and/or principal. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. All statements other than statements of historical fact are opinions and/or forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the beliefs and expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such beliefs and expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements. All expressions of opinion are subject to change. You are cautioned not to place undue reliance on these forward-looking statements. Any dated information is published as of its date only. Dated and forward-looking statements speak only as of the date on which they are made. We undertake no obligation to update publicly or revise any stated or forward-looking statements. Investment process, strategies, philosophies, allocations, and parameters are current as of the date indicated and are subject to change without prior notice. Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets, or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. This report may not be sold or redistributed in whole or part without the prior written consent of Hudson Valley Investment Advisors, Inc. Industry recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority. Recommendations may change over time and depend on market conditions and other variables.
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