Financial Advisors located at Vantage West Credit Union logo

About Our Investment Services

When you’re making important financial decisions about your future, you want sound, objective advice from someone who knows you well.  The Financial Advisors located at Vantage West Credit Union can help you choose the right retirement, investment, and insurance planning options even as your needs change throughout the years.  Rest assured we will provide you with outstanding service.  Contact an Advisor today for an initial no-cost consultation!

Contact an Advisor » To learn more about the background of your financial advisor and the firm they work for, please go to BrokerCheck by FINRA.


Working together, we’ll create a road map for achieving your financial goals in four steps.

  1. Gather information
    We’ll listen carefully to your goals & concerns.
  2. Analyze & Recommend
    We’ll study your case, research and evaluate alternatives, and share recommendations with you.
  3. Implement
    We’ll provide you with information on products and services to help you reach your goals.
  4. Monitor & Review
    It’s important to be prepared.  We’ll be an active, committed partner in making sure your plan continues to help you reach your financial goals over time.


About Investor Connection

Investor Connection is a user-friendly website that showcases investment and insurance solutions.  It is the portal where members access CUNA Brokerage Services Inc (CBSI) accounts, program information, educational materials, and more.

Explore Investor Connection »

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.