MEMBERS Financial Services
MEMBERS Financial Services is a full-service financial advisory program located at Clearview Federal Credit Union offering members retirement, insurance and investment services. Costas A. Grekis, CRPC, Vice President, Wealth Management is available to help you:
- Roll-over a 401(k) or pension plan
- Develop a savings and investment plan
- Create a retirement income plan
- Manage your investments better
- Protect your family with life insurance or long-term care insurance
- Save for college education costs
MEMBERS Financial Services is located in our Moon Township office. Clearview members living outside the Pittsburgh area may also benefit from this service. You may schedule an appointment by calling the MEMBERS Financial Services program at (412) 507-5192 or 1-800-926-0003, option 5. Our members also have exclusive access to call CUNA Mutual directly at 1-800-779-5433 for additional assistance.
For members interested in online trading, please visit the Brokerage Center section in the MEMBERS Financial Network. Manage your investment portfolio with a full-service brokerage offering almost every kind of trade imaginable and tools to help you select the securities right for you. CUNA Brokerage is:
- Accessible - Invest however you want-online, by telephone or with a face-to-face representative
- Comprehensive - Trade stocks, mutual funds, options and more
- Personalized - Create your own watch list and get personalized news and securities information
- Valuable - With FundScan™ narrow down 6,000 mutual funds by defining your criteria
Click here to access the MEMBERS Financial Network. Click here to access MEMBERS Folio Network.
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, 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.
