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Investment Services

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.

Earn up to $1,200 when you fund a Meriwest Wealth Advisors investment account*

Earn up to $1200

Call (408) 866-1002 to get started today!

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



meriwest financial advidors

Security and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), 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 Advisors LLC, is not affiliated with the Credit Union or Meriwest Wealth Advisors, LLC.

*Offer subject to expire at anytime. Offer open to members who fund a new or existing Meriwest Wealth Advisors account. Assets transferred from an existing Meriwest Wealth Advisors account do not qualify. Security and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), 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 Advisors LLC, is not affiliated with the Credit Union or Meriwest Wealth Advisors, LLC. Tax issues: Meriwest Wealth Advisors will report all bonus payments to the appropriate state and federal agencies as required by applicable law. Recipients are responsible for all tax consequences (if any) of the bonus payments.