Investments (Available through CFS*)
Regardless of your current life stage or financial situation, we’re here to help you plan for your present and your future. We're happy to guide you through your investment options so you can make your money work harder, and focus your attention on the things that matter most to you.
We’re dedicated to supporting our members and creating personalized financial plans – developing, implementing, and maintaining an investment strategy that best meets their lifetime financial goals.
Already working with a member of the ClearFuture Financial Team? View Your Investment Accounts Online.
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Investments through CFS*
* 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
CUSO Financial Services, L.P. and its representatives do not provide tax or legal advice. For such guidance, please consult your tax or legal professional.
If referred to ClearFuture Financial by a 3Rivers Credit Union employee, please see the referral disclosure.