Complimentary appointments provide us with a mutual basis from which to begin an evaluation of your current financial situation. When we've understood your personal objectives, we then focus on helping achieve those goals with specific action plans. We'll guide you through the development, monitoring, and periodic review of your personal or business financial plans.
*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.