Financial Planning

3Rivers is dedicated to helping our members with sound financial planning. With specialized products and services for every stage of life, our experienced team of CUSO Financial Services, L.P.* advisors brings your big picture into focus. From trusts and estate planning to investments and insurance, we believe in working with you to analyze your current financial condition, help you set goals, and create an understandable plan to best address your needs. We also have a variety of plans for your small business, including retirement plans for your employees to help give you business a competitive edge.

Contact us today to schedule a no-obligation appointment. Already working with a member of the ClearFuture Financial Team? View Your Investment Accounts Online with Member Portfolio View

Note: Electronic mail (email) is not secure. Any confidential or sensitive personal/business information should not be communicated in this manner.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. ClearFuture Financial is a trade name for the investment & insurance products available at 3Rivers Federal Credit Union.