Financial Advisors
San Jose, CA
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.
Ideal for: Meriwest Credit Union members seeking retirement planning, Individuals building diversified investment portfolios, Families planning insurance and long-term care strategies
Service area: San Jose and surrounding Silicon Valley communities
Comprehensive Service Suite: Offers complete financial brokerage services including stocks, bonds, mutual funds, private placements, annuities, life insurance, and long-term care policies, with personalized planning tailored to individual needs.
24/7 Online Access: Members can view accounts, receive electronic statements, and manage investments online through a secure web portal, complemented by in-person and phone support from registered representatives.
No-Cost Portfolio Review: Offers complimentary, no-obligation reviews of investment portfolios and life insurance policies to help members discover their financial options.
Address: 5615 Chesbro Ave, San Jose, CA 95123
Phone: (408) 866-1002
Website: meriwest.com
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