Financial Resources & Tools

Clearview Investment Advisors

Clearview Investment Advisors, formerly known as MEMBERS Financial Services, is a financial management and consulting program providing service to Clearview members. Their mission: Helping create your financial future. Their vision: To be the best at serving credit unions and their members.

From left to right: Donald (Don) R. Militzer, Sr., LUTCF, Costas Grekis, CRPC®, Vice President, Wealth Management, Carla J. Pollice, Sales Assistant and Patrick B.Bell, Registered Representative.

Personal Financial Management

Clearview Investment Advisors can provide a personal financial management program designed to meet your specific goals and objectives. This no-cost annual financial check-up will help you map out your financial future, including financial services such as insurance, annuities, investments and other considerations for retirement. You’ll receive professional financial advice from a trusted source, along with quality personal service.

To learn more about the professionals in Clearview Investment Advisors, click here.

Products and Services

Whether it is mutual funds, insurance, annuities or IRAs, Clearview Investment Advisors will assist you on the most appropriate options available. Other areas where Clearview Investment Advisors can help include:

  • Retirement Planning
  • Education Planning
  • Wealth Transfer Strategies
  • Investment Planning and Analysis
  • Asset Protection Analysis

Realizing that people, personal circumstances and the economy constantly change, your situation will be reviewed on a regular basis to make sure you’re staying on track.

To learn more about the products and services that Clearview Investment Advisors offers, click here.

Online Trading

For members interested in online trading, please visit the Brokerage Center section in the MEMBERS Financial Network. Manage your investment portfolio with full-service brokerage offerings and the tools to help you select the securities that are right for you. CUNA Brokerage is:

  • Accessible - Invest however you want online, by telephone or with a face-to-face representative
  • Comprehensive - Trade stocks, mutual funds, options and more
  • Personalized - Create your own watch list and get personalized news and securities information
  • Valuable - With FundScanTM narrow down 6,000 mutual funds by defining your criteria

To learn more about investment markets and financial news, click here

Click here to access the Clearview Investment Advisors Investor Connection. Click here to access MEMBERS Folio Network.

Click here to check the background of these investment professionals on FINRA's BrokerCheck.

Make an Appointment

Clearview Investment Advisors are available at many Clearview branches. If you have any questions or 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. Our members also have exclusive access to call CUNA Mutual directly at 1-800-779-5433 for additional assistance.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.

 

FR-1786732.1-0517-0619