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Retirement Accounts

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. Use our Retirement Calculators to formulate your strategies. 

Individual Retirement Accounts (IRA)

At Meriwest, we give you several IRA options to help you meet your retirement goals, and even to save for your children's college expenses.

Wealth Management Options

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.

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 (PDF) for detailed share insurance information.

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 a Meriwest Wealth Advisor directly at 408-866-1002.

Please consult your tax advisor regarding your individual situation.

Call a Meriwest Representative at 877-MERIWEST (877-637-4937) for more information or to open your account.

More Options

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You can also call us at 877-MERIWEST (877) 637-4937