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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.

For additional information on investment opportunities, click the button below:

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Security and advisory services offered through Cetera Investment Services (CIS), member FINRA / SIPC. Cetera is under separate ownership from any other named entity. The products offered are not insured by the NCUA, NCUSIF or any other regulatory agency, are not deposits or obligations of, nor guaranteed by the credit union or any affiliated entity, and may lose value. Cetera Investment Services, is not affiliated with the Credit Union or Meriwest Wealth Advisors, LLC. 

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