Plan and invest with ClearFuture
Financial & Retirement Planning
3Rivers is dedicated to helping our members with their financial planning needs. With 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 a tailored plan that addresses your personal needs.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. 3Rivers Federal Credit Union and ClearFuture Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ClearFuture Financial, and may also be employees of 3Rivers Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 3Rivers Federal Credit Union or ClearFuture Financial. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit 
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.