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.

  • 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 offer
  • Learn more about the professionals in Clearview Investment Advisors
  • 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

Online Trading

  • Manage your investment portfolio with full-service brokerage offerings and tools. To learn more, visit the MEMBERS Folio Network.
  • 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 locations 
  • 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
* Clearview Investment Advisors Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, 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
What's included?
  • Experienced investment advice
  • Free annual consultations
  • Online trading opportunities
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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