Financial Services
Understanding Today's Unique Financial Environment
At Canyon View Credit Union Financial Services, we understand the unique
circumstances that people face as they prepare for retirement. Our team of knowledgeable financial advisors
can help take the mystery out of financial planning and create wealth management tools for your future.
Whether it’s investing in traditional retirement accounts, building assets for your family, or preparing for
unforeseen events, our personalized products are tailored to fit your individual needs and long-term goals.
For more information on how to maximize your investment accounts, achieve wealth management goals, or make plans for your financial future, visit in-person with our team of finance professionals. We're here to support you.
Products and Services
We provide assistance in the following areas:
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth
IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government
Securities
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b)
Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care
Insurance
Your Financial Advisors
Michael Stringham
Financial Advisor
Dan Larsen
Financial Advisor
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Securities and insurance products are: Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by a federal government agency.