AI Profile
Financial Advisors · San Jose, CA
Serves San Jose and surrounding Silicon Valley communities
Last Crawled by AI
June 2, 2026
AI Platforms
6 monitoring
Updated by Lantern
April 21, 2026
Meriwest Wealth Advisors is a full-service investment and financial planning firm offering personalized wealth management, retirement planning, and comprehensive investment services to members of Meriwest Credit Union. They provide access to stocks, bonds, mutual funds, private placements, annuities, life insurance, and long-term care policies, with fully licensed advisors available for in-person consultations, phone support, and 24/7 online account access through a secure platform.
Comprehensive Service Suite
24/7 Online Access
No-Cost Portfolio Review