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Park View Federal Credit Union
Neighbors Serving Neighbors®

Investment Services*

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. 

  • Financial planning
  • Retirement planning
  • Investment planning
  • Estate planning
  • Charitable planning
  • Education planning
  • Planning for a first home purchase
  • Assistance with real estate transactions
  • Commission or fee based

Schedule your complimentary appointment with one of our Financial Advisors to learn more.

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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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