MEMBERS Financial Services is a total financial management and consulting service designed to address the financial concerns of individuals and businesses, in addition to establishing long term objectives.
For businesses, a registered and licensed MEMBERS Financial Service Representative can review your employee benefits package, including 401(k) planning. They will also provide on-site financial services sessions for your employees. And, unlike many brokerage services, MEMBERS Financial Services is provided to Clearview members without initial consultation fees.
Representatives of MEMBERS Financial Services are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
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