Available through CUSO Financial Services, L.P.
Our vision at Western Vista Credit Union Wealth Management, available through CFS*, is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience.
Click here to be directed to our Wealth Management page.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.