Investment Services

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 and management, 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.

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.

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.

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

Contact an Advisor

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

Disclosures

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.

©CUNA Mutual Group

FR-1943678.1-1117-1219