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WestStar MoneyMatters
is a service made available for WestStar Credit Union members!
This service is headed up by Jim Petrizzo, CLU, ChFC.
There is no charge to members for initial financial planning
consultations. Make your appointment for your own personal WestStar
MoneyMatters planning session.
Call Jim at (800) 729-9328 ext. 1011 or email
Jim to set up a time and branch location that fits your
needs!
- Retirement Planning
- Life Insurance Services
- College Planning
- Investment Services
- and much more
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Jim Petrizzo is a well known financial advisor serving Southern
Nevada since 1991. He shuns the traditional "cookie-cutter"
approach to financial planning, and instead utilizes his years of
experience and know-how to help develop individualized solutions
that helps meet his client's specific needs and goals.
Jim is FINRA registered and can sell securities products including
stocks, bonds, mutual funds, REIT's, ETF's. Jim is a Registered
Representative of CUNA Brokerage Services, Inc.
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 800-369-2862. Nondeposit investment 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.
Form # FR121006-7786 |
