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Park View Federal Credit Union
Neighbors Serving Neighbors®

Investment Products*

A diversified portfolio with a history of relative stability during market declines is the ideal cornerstone for any long-term investment strategy. Whether you are investing for retirement, a college education, or home purchase, we'll help you choose a balanced investment program. 

  • Stocks
  • Bonds
  • Mutual Funds
  • Real Estate Investment Trusts (REITs)
  • Individual Retirement Accounts (IRAs) - Traditional, Roth, SIMPLE, SEP
  • 401k Transfers and Rollovers
  • Annuities - Immediate, Deferred, Fixed, Indexed, Variable
  • Education Funding - Coverdell and 529 accounts
  • Health Savings Accounts (HSAs)

Schedule an appointment with one of our Financial Advisors to discuss these options in more detail.

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*Products are made available by Park View Federal Credit Union and First Financial. Advisory services offered by Leo Heatwole through Investment Advisors, a division of ProEquities, Inc. a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer and member of FINRA and SIPC. Park View Federal Credit Union and First Financial are independent from ProEquities, Inc. Securities and insurance products offered are not financial institution deposits, have no financial institution guarantee, are not FDIC/NCUA insured, and may involve loss of principal.

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© Park View Federal Credit Union | Phone: 888.900.6444 • 540.434.6444 | Fax: 540.433.0108
Partnering with our members, as owners, to achieve and maintain financial stability throughout life stages
by providing excellent personalized service, sound financial products and innovative solutions.

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