Clearview Investment Advisors

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

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

“Clearview takes the time to understand the customer at a human level instead of as numbers on a paper.” William, Member since 2016

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