With a new look and a new name, Clearview Federal Credit Union said its investment program will offer expanded financial guidance to its members.
The $780 million credit union in Moon Township, Pa., recently introduced Clearview Investment Advisors, which was formerly known as MEMBERS Financial Services.
Members will have access to assistance with developing savings and investment plans, saving for college expenses, rolling over 401(k)s or pension plans, selecting the most suitable mutual fund or annuity, managing investments, creating a pre- or post-retirement plan, providing life insurance or long-term care insurance and more, according to Clearview FCU.
The Clearview Investment Advisors program is offered through CUNA Brokerage Services Inc. Clearview FCU serves approximately 82,780 members.
