What can we help you with today?

20 Results

  • Should You Be Concerned About the State of Social Security?

    Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups.

  • How to Navigate Buying a Home During High Inflation

    With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind.

  • Broadview Wealth Management Reaches $1 Billion Milestone

    Broadview Wealth Management, a wealth management firm located at Broadview Federal Credit Union, has officially surpassed a major milestone in its 36-year legacy of relationship-driven financial service.

  • Save Smarter, Not Harder: 9 Tips for Navigating an Economic Slowdown

    Navigate economic uncertainty with confidence. Discover 9 practical tips to save smarter, manage finances, and thrive during an economic slowdown.

  • Megan Burdick

    tertiary Megan Burdick Financial Consultant Megan Burdick started her career in the financial services industry in 2020 as a travel teller, and has worked her way to her current role as a Financial

  • Ron Bender

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • Matt Clement

    Check the background of investment professionals associated with this site on FINRA’s Broker Check. 

  • Steven Massey

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

  • Your Financial Fresh Start: 12 Resolutions in 12 Months

    Do you want to get on top of your finances this year?

  • How to Give Well and Wisely

    With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely may appreciate the value of giving, you also want to give wisely. Below are a few simple tips to ensure your contributions are going where they are needed.

  • Thriving in a Volatile Market

    Manage uncertainty during market shifts.

  • Todd Trombly

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • Brian Hooks

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • Harry Hartman

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • Savings & Interest

    Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment, tax, financial, accounting or other professional advice. Broadview FCU and its affiliates cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

  • Strategies Using Life Insurance

    Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals.

  • Make the Most of Your Tax Write-Offs for Giving Tuesday

    Here are some tips and tricks for managing your deductions and charitable purposes on Giving Tuesday.

  • Jim Faranda

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • A Taxpayer’s Guide to Exemptions, Deductions, and Credits

    The IRS provides a few ways taxpayers can reduce the taxes they owe if they qualify for certain exemptions, deductions, and credits.

  • 5 Homeowner Estate Planning Tips to Consider

    Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.