Business Services – Wealth Management and Investment Services
Clearview Investment AdvisorsSM, formerly known as MEMBERS Financial Services, is a total financial management and consulting partner of Clearview Federal Credit Union. Clearview Investment Advisors provides services to address the financial concerns of credit union members and their businesses, in addition to establishing long term objectives. Their mission: Creating financial security. Their vision: To be the best at serving credit unions and their members.
For businesses, a registered and licensed Clearview Investment Advisors representative can review your employee benefits package, including 401(k) planning. They will also provide on-site financial services sessions for your employees. Clearview Investment Advisors services are provided through CUNA Brokerage Services, Inc. Clearview members can take advantage of Clearview Investment Advisors services without any initial consultation fees.
From left to right: Carla J. Pollice, Sales Assistant, Costas Grekis, CRPC®, Vice President, Wealth Management,
Tamilyn Rossetti, Administrative Assistant and Donald (Don) R. Militzer, Sr., LUTCF.
Representatives are registered, securities are sold and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Clearview Investment Advisors, 2000 Heritage Way, Waverly, IA 50677, toll-free 800-369-2862. 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. CRPC® is a registered service mark of the College for Financial Planning.
