Financial Review

Investing in people today to achieve a more prosperous tomorrow

Federally insured by NCUA

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

The Vantage West Financial Advisors  program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit the CUNA website.

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. CBSI is a registered broker/dealer in all fifty states of the United States of America.

*Vantage West Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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