Financial Review

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Vantage West provides financial guidance and puts a spotlight on our local communities so our members can be more responsible and engaged. Let us be a partner to your financial success.

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About Vantage West

Vantage West helps our Members and communities thrive by offering personal and business financial services. We strive to provide our Members with the personalized service, knowledge and honesty they deserve in a financial partner. And while we're proud to be among the largest credit unions in Arizona, our community impact continues to be our proudest achievement: local decision-making, local investment. Find out how to become a Member today.

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Membership is open to anyone who lives, works, worships, attends school or volunteers in (as well as all businesses located in) these geographic areas…

Pima, Pinal, Cochise, or Maricopa Counties
Gila River Indian Community Reservation
Arizona’s “Copper Basin” Area

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When you set up a Financial Review at Vantage West, we will go over your short-term and long-term savings goals, how much you are currently saving and any debts that may be preventing you from saving as much as you wish you could. Our knowledgeable Financial Representatives will give advice and provide potential solutions to help you achieve these goals.

Why set up a Financial Review?

Just like checking your credit report on an annual basis, a yearly financial review will help make sure you are on target to achieve your goals like reducing debt, saving for retirement or a down payment to buy a home.
Products in the financial industry frequently change, meaning there may be a better fitting product that recently came to market to help you achieve your goals.
Maybe you are expecting your first child or switched jobs and your income has changed. Whether your financial situation has changed or your financial goals have changed, we are here to help you adjust your financial plan.
It’s free and there’s no obligation to open any new accounts with Vantage West.

Fill out the form below and a Financial Representative will be in touch.

Disclosures

Vantage West Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1933182.2-0919-1021

Online Banking If you are logging in for the first time (or if it has been 6 months since your last log in), use temporary credentials in the box to the right. Once in, you’ll be prompted to set up new credentials.

Temporary USERNAME: Vantage West Member #
Temporary PASSWORD: Last 4 digits of primary account holder’s social security # (For business accounts, use the last 4 digits of the business’s EIN.)
Once in, follow prompts to create a new Username & Password. For future logins, use your new credentials.