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 Trust
is everything especially when it comes to your insurance and investments.
Thats why we are honored to have been chosen by Clearview Federal Credit Union
as the financial services partner to serve the needs of members like you.
Designed exclusively for Credit Union members, and located right here at
Clearview, MEMBERS Financial Services is a full-service financial advisory
program. We provide retirement, insurance and investment services to members
like you. Were
here to help you and your family through a lifetime of financial planning
needs from those just starting a savings plan, to those with sizable assets
looking for more sophisticated management tools. Some of the products and
services available include:
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Retirement Planning |
Wealth Management |
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Education Funding |
Mutual Funds |
| Life
Insurance |
Long-Term Care
Insurance |
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401(k)/Pension Rollovers |
Tax-managed
Investing* |
As your MEMBERS Financial
Services Representative, I am a knowledgeable and experienced financial advisor
devoted to serving all your retirement, insurance and investment needs.
I have worked many years in the financial industry, and I understand the
importance of a
trusted partner. Be assured that I will serve you with the same personalized
attention youve come to expect from your Credit Union. Call me today at (412)
507-5192 or 1-800-926-0003,
ext. 5192, for a no-cost, no-obligation appointment.
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* |
Representatives are not
tax advisors. For more information regarding your specific tax
situation,
please consult a tax professional. Representatives 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
1-866-512-6109. 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.
B2MM-0906-C110 |
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