Canyon View 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
*Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Securities offered through Cetera Wealth Services, LLC, {“Cetera”}, (member FINRA/SIPC). Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Insurance products are offered through Cetera, or its licensed affiliates. Canyon View Federal Credit Union and Canyon View Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of Cetera may use the name Canyon View Financial Services and may also be employees of Canyon View Credit Union. Securities and insurance products and services are being offered through Cetera or its affiliates, which are separate entities from, and not affiliates of, Canyon View Financial Services or Canyon View Federal Credit Union. Securities and insurance offered through Cetera or its affiliates are: Not Insured by NCUA or Any Other Government Agency/ Not Credit Union Guaranteed / Not Credit Union Deposits or Obligations/ May Lose Value
