Investment & Retirement

 

Investments

 

                          

Things are changing!  The MEMBERS Financial Services Program* is now known as A-K Valley Investment & Retirement Services, still located at A-K Valley Federal Credit Union a branch of Clearview FCU.  Donald R. Militzer, Sr., LUTCF, our Investment and Retirement Services Representative, is committed to providing you with the best service possible.  Don is qualified to provide credit union members with professional assistance, quality financial products, and dependable service. 

Don is here to assist you in helping answer your questions regarding your investment and insurance needs.  To meet with Don, simply call (724) 335-2274, extension 110 to schedule a no-cost, no-obligation appointment.

Work with someone you trust.  To email Don Militzer Sr. please click here.

Thank you for supporting A-K Valley Federal Credit Union, and for trusting us to make available to you the very best in financial services.

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.

FR080724-5CFD

 

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