Investments & Insurance
Westerra Financial Advisors Program*
Get financial guidance from someone you can trust. The Westerra Financial Advisors Program, located at Westerra Credit Union, offers a broad range of Investment and Insurance Services designed to help you achieve your financial goals and objectives. We can assist you with retirement and estate planning, education planning, insurance planning, tax and investment planning.
Whether you’re interested in Mutual Funds, Tax Deferred Annuities, IRAs, Stocks, Bonds, 529 Education Savings Accounts, Brokerage Accounts or Long Term Care Insurance and Life Insurance, we can help you find the right solution. At no cost or obligation, a knowledgeable Representative can help you map out a program that works for you.
*Representatives are not tax advisors or attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including discussions of estate planning, please talk to your legal counsel.
**Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
FR060901-4A95
