Financial Advice

Personalized financial advice.

Everyone's finances are different. Advice for your unique situation and goals.

Make an Appointment

1
Create strong, achievable financial goals.

We’ll help you develop a vision for your financial future.
2
Build the plans to get there.

All the accounts, investments, and strategies you need to succeed.
3
Adapt to changes along the way.

Since your individual financial situation and the economy are always shifting, we can also offer ongoing advice to help you stay on track.

Professional advice and management.

- Investment strategy
- Retirement planning
- Risk management
- Estate conservation
- Short- and long-term objectives

Check out Checking Navigator, an educational tool designed to help you understand bank terminology and the importance of account balancing and keeping a record of account transactions. This online program will provide you with general information and help you avoid overdraft fees.

What can we help with?

Online Educational Tools

Online resources to explore.

Let's Start Planning

Contact financial services.

Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.

great credit union run so professionally, and they really care about all account holders. I've been with Alta Vista since 1987. I have no regrets other then the fact that i have moved out of California.

— Sylvia A

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Bank online 24/7 using online banking or the mobile app

Call

Bank over the phone 24/7. Call 909.809.3837

Visit

Find your nearest branch or ATM using our Branch Locator

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Rates effective as of: July 8, 2024

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Personalized financial advice.

Professional advice and management.

What can we help with?

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