At Clearview, we share your vision of a better future. We meet our neighbors where they are and provide personalized tools and guidance to set them up for financial success now and in the future. Because when you succeed, we all succeed.
Clearview Wealth Management Group℠
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Clearview has contracted with CFS to make non-deposit investment products and services available to credit union members.
Investment representatives at Clearview are licensed to transact securities business in Pennsylvania. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx