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Western Vista would like to welcome Michael L. Chevalier, our new LPL Financial Planner! Western Vista is proud to offer you a complete range of financial services from savings and checking accounts, to safe deposit boxes, credit cards, auto and home loans But, how are you managing the rest of your money? How are you planning for retirement Your child's education? Whether your financial affairs are relatively simple or very complex, a trusted financial professional can provide insight on how to plan for life's major events. This is where meeting Michael L. Chevalier will help and we hope that you will take advantage of his on-site services.

Michael L. Chevalier offers his clients an unbiased approach to financial planning and investing. He is committed to providing exceptional service and objective advice based upon each client's unique personal values, needs and goals. As an independent Financial Planner with LPL Financial, Michael L. Chevalier is dedicated to putting his client's well being first with individualized financial plans* and quality investment and insurance products.
Michael L. Chevalier can help you build short and long-term strategies that balance your financial objectives, time horizon and risk tolerance. The services provided through LPL Financial are just one more reason why doing business with Western Vista is such a good value.

Click on one of the following links for more information.
-        Client Login – View your LPL Account 
-      Learn more about LPL Financial

This program has one objective – to help you reach your financial goals – and we are all here to help you make the sound financial decisions to do just that. The program complements the products and services the credit union has already made available to you.   Here are some of the products and services that will be available through Michael L. Chevalier:
Retirement Planning 
Education Planning
Investment Planning

Insurance Planning
Business Planning 
Estate Planning and Trust Services
 
Tax Planning

Thank you for visiting our website. We look forward to meeting and serving you in the future!
     Michael L. Chevalier is a Financial Planner with LPL Financial. * Financial Planning, Advisory Services, Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. The Products offered are not federally insured; are not obligations of the credit union; are not guaranteed by the credit union or any affiliated entity; involve investment risks, including the possible loss of principal. LPL Financial is not affiliated with Western Vista Federal Credit Union. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with the residents of Wyoming, Colorado, and Florida.

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