WestStar MoneyMatters is a personal financial management service designed especially for credit union members. At no cost or obligation, we provide initial professional retirement, insurance and investment consultations to members like you whether you’re just starting a savings plan, nearing retirement or already living in retirement. From IRAs to college savings, you can turn to us for advice you can trust.
There is no charge to members for initial financial planning consultations. Make your appointment for your own personal WestStar MoneyMatters planning consultation.
- Retirement planning
- Life Insurance Services
- College Planning
- Investment Services
- And much more!
Call (801) 255-7019 or email to set up a time and branch location that fits your needs!
For service call Peak Financial Network Solutions at the number listed above.
Investments are not deposits; not NCUSIF insured; not insured by any federal government agency. No credit union guarantee. May lose value.