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. The Clearview Investment Professionals program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

  • 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 Professionals 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 Professionals offer
  • Learn more about the professionals in Clearview Investment Professionals
  • To review the background of these investment professionals, visit FINRA's BrokerCheck

Services offered

  • Retirement planning
  • Education planning
  • Wealth transfer strategies
  • Investment planning and analysis
  • Asset protection analysis

Make an appointment 

  • If you would like to schedule a “no-obligation” over-the-phone or in-person appointment, call the Clearview Investment Professionals program at 1-800-926-0003 ext. 21040 (these appointments cannot be made through our online appointment scheduler at this time).
  • For additional assistance, our members also have exclusive access to call CUNA Mutual at 1-800-779-5433
The Clearview Investment Professionals program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Clearview Investment Professionals Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 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-3438008.1-0221-0323
What's included?
  • Experienced investment advice
  • Complementary annual consultations
  • Online trading opportunities

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“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
I recently went through the process of getting a car loan, and I wanted to leave a BIG Thank you to Kayla! She was very knowledgeable and helped make the whole process go very smoothly. Thanks to her I got the car of my dreams! Dana, Member since 2018
Learn more- Learn about auto loans from Clearview
Learn more- Learn about auto loans from Clearview
The great experiences with Clearview I have had over the past couple years made me move my current and new auto loans to them. I have had great experiences both at the branch level and with Natasha in the loan department - they always put the customers best interest first. Mark, Member since 2017
Learn more- Learn about auto loans from Clearview
Learn more- Learn about auto loans from Clearview