Savings Account Appointment

We're ready when you are.
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Here's what you can expect during your savings account appointment.

If you're looking to save for what you want, what you need, or just some place in between, we have a savings account for you. During our time together, we'll review each of our account types and help you decide which option is the best choice for you.

Savings Account

Our savings accounts help you afford what you need, buy what you want, and enjoy life to the fullest.

Savings Certificate

Earn more over the short term or the long run. It's your choice.

Money Market Account

Enjoy higher yields than traditional savings accounts and easy access to your money whenever you need it.

Be sure to bring the requested documentation to your appointment.
Documents needed
  • Government ID
  • Phone number, email address, and physical U.S. address
  • When opening a savings account as part of becoming a member, you'll need an initial deposit of $10 to open your account
  • SSN and date of birth for the owner of the account

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Clearview Wealth Management Group

When planning for retirement is your goal, it's time to turn to Clearview Wealth Management GroupSM, available through CFS*.

“Clearview takes the time to understand the customer at a human level instead of as numbers on a paper.” William, Member since 2016
Learn More- Go to membership page
Learn More- Go to membership page