Don't get left behind.

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Vantage West Financial Advisors provide honest, sound retirement planning advice, so you can retire when you want and enjoy the things you love.  The earlier you start, the more time your money has the potential to grow.

With our financial services program, you’ll receive retirement advice guided by credit union values:

  • Personalized to your situation
  • Based on a long-term commitment to you
  • Objective and confidential
  • Ongoing, active service to make sure your long-term needs are met

Planning starts with your goals.

We begin by helping you identify your retirement date and long-term financial goals.  Working together, we will review your options and outline a plan focused on making your retirement dreams a reality.

Benefits of having a plan:

  • Coordinate retirement planning with other financial needs
  • Take advantage of tax-favored opportunities*
  • Avoid missteps
  • Regular checkups and adjustments to keep you on schedule
  • Peace of mind, knowing the details are covered

Start planning with a Financial Advisor you can trust.

To schedule your no-cost, no-obligation consultation or to learn more, contact an advisor or call (520)298-7882 or 800-888-7882. You can also visit us at one of our 17 branches.  


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.

*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.