Individual Retirement Accounts (IRAs)

Individual Retirement Accounts give you an easy way to save for retirement and benefit from tax incentives. We offer both Traditional and Roth IRAs, providing you with a flexible strategy to save for your golden years.

High Yield Money Market Accounts

Savers who have balances of $10,000 or more to invest can earn bigger returns than the average savings account. With a High Yield Money Market account, you’ll have immediate access to your funds while earning monthly dividends on your investments. These funds are one of the safest ways to save money while still having access in case of an emergency.

Investment Services

Vantage West Financial Advisors always put your interests and financial needs first. We’ll make sure you get the retirement, investment and insurance plans that fit your future needs through careful research, market analysis and implementation. 
**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. FR-2005752.1-0118-0220

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.

Disclosures

*Consult your tax advisor about IRA eligibility, contributions, qualifications, and early withdrawal penalties. Maintenance fees may apply.

Annual Percentage Yield. Subject to approval.  Certain restrictions may apply. Rates subject to change. Early withdrawals, fees,and other conditions could reduce the earnings on the account. Credit union membership required.  Accounts federally insured to at least $250,000 by the National Credit Union Administration.

FR-1375890.1-1215-0118