Clearview Investment Advisors
"To take the next step on my financial journey, I could use a little advice from a knowledgeable professional."
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Working together, we can create your financial future.
Pittsburgh athletes who want to get faster and fitter can hire a trainer. Local college students who want to excel can enlist a tutor. When growing money is your goal, it's time to turn to Clearview Investment Professionals. Whether you want to map out a long-term strategy or just get a portfolio check-up, this experienced team can help get your personal finances into the best shape possible.
- Personal financial management program designed to meet your specific objectives
- Provides Clearview members with a no-cost annual check-up
- Financial services and products include insurance, annuities and investments
- Clearview Investment Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members
- Learn more about the products and services that Clearview Investment Advisors offerLink opens in a new window
- Learn more about the professionals in Clearview Investment AdvisorsLink opens in a new window
- To review the background of these investment professionals, visit FINRA's BrokerCheckLink opens in a new window
Services Offered
- Retirement planning
- Education planning
- Wealth transfer strategies
- Investment planning and analysis
- Asset protection analysis
Online Trading
- Manage your investment portfolio with full-service brokerage offerings and tools. To learn more, visit the MEMBERS Folio NetworkLink opens in a new window.
- Invest however you want online, by telephone, or with a face-to-face representative
- Trade stocks, mutual funds, options, and more
- Create your own watch list and get personalized news and securities information
- With FundScanTM, narrow down 6,000 mutual funds by defining your criteria
Make an Appointment
- Clearview Investment Advisors are available at many Clearview locationsLink opens in a new window
- If you would like to schedule a “no-obligation” over-the-phone or in-person appointment, call the Clearview Investment Advisors program at 1-800-926-0003, ext. 6084 or (412) 299-6084
- For additional assistance, our members also have exclusive access to call CUNA Mutual at 1-800-779-5433
What's included?
- Experienced investment advice
- Free annual consultations
- Online trading opportunities
* Clearview Investment Advisors Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRALink opens in a new window/SIPCLink opens in a new window, a registered broker/dealer and investment advisor, D/B/A Clearview Investment Advisors, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-2451004.1-0319-0421
FR-2451004.1-0319-0421
