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Mailing Address:
P.O. Box 9408
Financial Planning and Retirement Guidance
Whether you're preparing for retirement or evaluating investment options, professional guidance can help you better understand your options and develop a strategy aligned with your goals.
Complimentary, no-obligation consultations with licensed professionals
A broad range of investment and insurance products available
Financial guidance from licensed professionals who understand our Westerra community
A personalized experience focused entirely on your goals
Wealth Management
Retirement Planning
Financial Planning
Investment Services
Tax Strategies*
Estate Planning*
Members trust Westerra to help them navigate important financial decisions. Westerra Wealth Management, offered through Osaic Institutions, Inc., provides members access to investment and retirement planning guidance while maintaining their relationship with the credit union they know and trust.
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Whether you're focused on retirement planning, evaluating investment options, or planning for the future, a conversation with a financial professional can help you better understand the choices available to you.
Investment and insurance products and services are offered through Osaic Institutions, Inc., (Member FINRA/SIPC). Westerra Wealth Management is a trade name of Westerra Credit Union. Osaic Institutions and Westerra Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
*Neither Osaic Institutions Investments or any of its representatives may give legal or tax advice. Consult your legal and/or tax advisor.
