Investment Services

We listen to your personal goals, and then help you achieve them with specific action plans.

Complimentary appointments provide us with a mutual basis from which to begin an evaluation of your current financial situation. We'll guide you through the development, monitoring, and periodic review of your personal or business financial plans.1

  • 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.

Check the background of this firm on FINRA's BrokerCheck.


1Products are made available by Park View Federal Credit Union and Park View Advisors. Insurance products provided by insurance companies independent of Park View Federal Credit Union. Advisory services offered 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 Park View Advisors 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.