To help you reach your financial goals by the time you're ready for retirement, Meriwest provides you a wide range of insured options for your retirement investing. Try our simple-to-use Retirement Planner to formulate your strategies.
Traditional IRA and Roth IRA accounts are insured separately up to $250,000 from other accounts that are maintained in Meriwest Credit Union. View NCUA's Your Insured Funds brochure for detailed share insurance information.
To open an IRA account or get more information, call us at (877) 637-4937 or visit one of our Meriwest Financial Centers.
Comprehensive financial planning, long-term and short-term investment strategies and retirement planning are available to all of our Meriwest Credit Union members on a confidential basis.
You can discover your options by meeting with one of the registered representatives in the convenience of any of our Meriwest financial centers. Simply ask a Meriwest financial services representative or call Meriwest Wealth Advisors directly at 408-866-1002.
Please consult your tax advisor regarding your individual situation.