WestStar Investment Services 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.
Meet Doug Daniels, Your Financial Advisor
"With over 25 years of experience in financial planning, I'm here to help make confident decisions about your financial future."
Complimentary financial planning consultations for members. Make your appointment for your own personal planning consultation.
- Retirement planning
- Life Insurance Services
- College Planning
- Investment Services
- And much more!
Give us a call or stop by a branch to set up an appointment today. You can also contact Doug directly at 702-761-5616 or email to set up an appointment.
Securities and advisory services are offered through Cetera Wealth Services, LLC, {"Cetera"}, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through Cetera or its licensed affiliates. WestStar Investment Services is not registered as a broker-dealer or investment advisor. Securities and insurance products and services are being offered through Cetera or its affiliates, which are separate entities from, and not affiliates of, WestStar Credit Union. Registered address: 100 S Valley View Blvd., Las Vegas, NV 89107 - 702-791-5616.
Securities and insurance offered through Cetera or its affiliates are: Not Insured by NCUA or Any Other Government Agency/Not WestStar Credit Union Guaranteed/Not WestStar Credit Union Deposits or Obligations/May Lose Value.
This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures.