Investments (Available through CFS*)
Regardless of your life stage or personal situation, we are here to help you plan for the present and your future. We're happy to guide you through investment options so you can make your money work harder, letting you put your focus and attention on the things that matter most to you.
We can create a personalized financial plan to assist our members in creating, implementing, and maintaining an investment strategy that best meets their lifetime financial goals.
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.
Meet Our Team
David Juras; ChFC | Ali Halilovic | Josh Stultz | Scott Bradtmiller
Check the background of these investment professionals on FINRA's BrokerCheck.
*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.