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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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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For those able to invest amounts of $10,000 or more, High Yield Money Market accounts offer the security of Share Certificates but with convenient access to your money. Enjoy unlimited deposits and withdrawals1 when made at Vantage West ATMs and immediate access to your funds and regular dividends.
Vantage West IRAs and IRA Certificate (CD) accounts give you a safe way to save for retirement while providing you with potential tax benefits. We offer both Premium Share IRAs and IRA certificates (CDs) as either Traditional or Roth featuring specific tax advantages. Learn the differences between a Traditional and Roth IRA to find out which is right for you.
Start planning for the future with the help of our professional team of Vantage West Financial Advisors, courtesy of CUNA Brokerage Services, Inc. (CBSI). Research your investment options and meet our team. To learn more about the background of your financial advisor and the firm they work for, please go to BrokerCheck by FINRA.
Our dreams of a comfortable (and possibly early) retirement, starting a small business, or even a European vacation can be within reach with the right kind of planning. That’s where Financial Planning with the Vantage West Financial Advisors, courtesy of CUNA Brokerage Services, Inc. (CBSI), comes in. Whether your needs involve retirement planning, financial planning, Social Security benefits, or wealth management, Vantage West Financial Advisors will keep your interests first and foremost.
*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-1943678.1-1117-1219
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