A dream is not a plan. Start today.

Your dreams of a comfortable (and possibly early) retirement, starting a small business, or even a European vacation are well within reach with the right kind of planning. That’s where Financial Planning at Vantage West Credit Union, courtesy of CUNA Brokerage Services, Inc. (CBSI), comes in.

The Vantage West Financial Advisors are skilled at helping you plan for the future while keeping your best interests first and foremost. Whether your needs involve retirement planning, financial planning, Social Security benefits, or wealth management, Vantage West’s knowledgeable Financial Advisors are registered representatives of CUNA Brokerage and are here to help.

Fill out the form for an initial no-cost consultation.

Or see our schedule of no-cost, no-obligation Financial Advisor seminars.


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.


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.

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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.