Clearview Investment Advisors

"To take the next step on my financial journey, I could use a little advice from a knowledgeable professional."
Contact us Find a location

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.

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
Good price on my car – good deal on financing

The best way to make sure you're getting a great auto loan is to make a quick pit stop at Clearview to take advantage of our fast financing and flexible terms. 

“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