A dream is not a plan. Start today.
About Our Vantage West Financial Advisors
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.
- Gather information
We’ll listen carefully to your goals & concerns.
- Analyze & Recommend
We’ll study your case, research and evaluate alternatives, and share recommendations with you.
We’ll provide you with information on products and services to help you reach your goals.
- 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.
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.
The Vantage West Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
*Vantage West Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.
©CUNA Mutual Group