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Wealth and Investment Services

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Investment Services with Meriwest Wealth Advisors


Meriwest Wealth Advisors offer a complete array of financial investment options and personalized financial planning designed for your specific personal needs and have available all of the traditional financial investments including stocks, bonds, mutual funds, as well as private placements. In addition, they are fully licensed to provide extensive insurance products including annuities, life insurance as well as long term care policies.

Complete financial brokerage services are provided, including online access to your account through our secure web site, available 24/7. You can view your complete account online, receive statements electronically and discuss your account with one of the representatives in person or with a simple phone call.

Comprehensive financial planning, long-term and short-term investment strategies and retirement planning are available to all of our members on a confidential basis.

You can discover your options by meeting with one of the registered representatives by calling (408) 866-1002.


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Securities and Insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA / SIPC. Advisory services offered through Cetera Investment Advisors LLC, a registered investment advisor. Neither firm is affiliated with the financial institutions where investment services are offered. Investments are: Not FDIC/NCUSIF insured; May lose value; Not financial institution guaranteed; Not insured by any federal government agency. Advisory services may only be offered by investment advisor representatives in conjunction with the firm advisory services agreement and disclosure brochure as provided. Cetera Investment Services FINRA registered branch address: 5615 Chesbro Avenue, San Jose, CA 95123.


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