Financial Education

“Finances can be overwhelming. I could use a one-stop shop to help me figure things out.”
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Resources to help you wherever you are on your financial journey.

Zogo Financial Literacy

Learn and earn with the Zogo app!

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Money Management

View your complete financial picture in digital banking with our free budgeting tool.

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Goal Builder

Set, track, and achieve your savings goals in digital banking.

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Digital Academy

Learn how to use our digital solutions and more with our interactive demos.

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The Clear View Blog

Stay up-to-date with the latest personal finance articles on our blog.

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Webinars

Explore our library of pre-recorded videos for learning on your time.

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Greenpath Financial Wellness

Financial counseling and resources to improve your financial health.

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Income Tax Handbook

Our handbook is a great resource to help you prepare to file your taxes this year.

Check it outabout Income Tax Handbook

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Find the right savings account

We’ll show you which savings account works best for you based on your needs.

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Community awards

As part of the city of champions, we know how to celebrate a win!

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Refer today
Your friends belong here

When you refer a new member to Clearview, we’ll pay you and the person you refer $100!

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Financial calculators

Whether you’re buying a car or a house, saving for retirement, or dealing with debt, our free calculators provide the financial insight you need.

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Why choose a credit union vs bank

There are many choices when it comes to financial institutions, so why choose a credit union vs bank? Let’s find out!

See how
Get to know Goal Builder

Set, track, and achieve your savings goals with the ultimate savings tool.

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Learn and earn
Zogo financial literacy

Download the Zogo app and sign up using the code CLEARVIEW to boost your financial literacy game and earn gift cards to your favorite retailers!

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Clearview Wealth Management Group

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

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The one-size-fits-one approach to banking

"Everything about Clearview is top notch. Whether it’s face to face with a teller, at a branch, or on the phone with someone answering questions about everything from online banking to student loans."

Scott, Member since 2012