Navigate To Branch or ATM Rates Log in Go to Mountain America Credit Union Homepage Accounts Loans & Cards Services Investments Education Business Wealth Management Helping you pursue your life goals Get comprehensive, long-term financial planning that fully considers personal investments, tax strategies and estate planning. Schedule a consultation Plan for a variety of contingencies Whether you are an experienced investor or just starting out, a wealth advisor can help support your financial goals and bring clarity to issues you may not have thought about, such as: Income and savings—This may be a particularly important topic if you anticipate changing jobs, starting a business or staying home to care for children. Retirement—A wealth advisor can help you set goals, evaluate your risk tolerance and create an income plan in an effort to help cover expenses during retirement. College—We can help you take advantage of the often-complex rules governing educational funding and financial aid. Estate planning—Having a tax-efficient plan for the distribution of assets to your heirs may allow them to keep more of the money you accumulated during your lifetime. Contingency fund—Thinking about the possibility of a job loss or illness is not pleasant; however, an investment professional can help you work toward building a surplus for unexpected events. Develop comprehensive financial planning Proper long-term financial planning requires time, skill, discipline and confidence. Mountain America Investment Services is here to help you stay the course. Our team of qualified wealth advisors are trained to estimate your financial needs, manage the impact of taxes and pursue portfolio diversification. We can also help you work toward managing the emotions involved in decision-making and keep your long-term strategy on track. Begin a holistic, wealth-planning process today Contact our experienced professionals by clicking the button below or calling Mountain America Investment Services at 1-800-540-7670 or 801-325-6260. Schedule a consultation Check the background of this firm on FINRA's BrokerCheck. For a list of investment products and services offered by Mountain America Investment Services, and their definitions, click here. Meet the Team Your wealth management professionals Get the help you need from our advisors and support staff. Learn more Retirement Planning Guessing is not a retirement plan Let our advisors help you develop a strategy for retirement. Learn more Business 401(k) Enhance the appeal of your business Enjoy the benefits of a retirement plan option for you and your employees. Learn more Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Insurance products are not deposits, not an obligation of and not guaranteed by Mountain America Credit Union. Insurance products are not protected by the NCUA, may be subject to risk and, in the case of life insurance, may go down in value. Any insurance required as a condition of an extension of credit need not be purchased from the credit union and may be purchased from an agent or insurance company of the member's choice. Insurance products are not exclusive to Mountain America Credit Union members. Business conducted with Mountain America Insurance Services, LLC is separate and distinct from any business conducted with the credit union. Mountain America Insurance Services, LLC is a subsidiary of Mountain America Credit Union. Follow us on Facebook Follow us on YouTube Follow us on Instagram Follow us on Twitter Follow us on LinkedIn Service Center: 1-800-748-4302 Routing Number: 3240 7955 5 NMLS ID 462815 Sitemap Privacy Patriot Act & Disclosures Useful Links Must Reads Membership Rates Switch to Mountain America Protecting Yourself Online About Us About Us Community Involvement Member Advocacy Newsroom Careers Newsletter Help Find a Branch Chat Schedule Appointment Report Fraud Contact Us Accessibility Go to the National Credit Union Administration Federally insured by NCUA Equal Housing Lender Mountain America Credit Union, P.O. Box 2331, Sandy, UT 84091, 1-800-748-4302. Unauthorized account access or use is not permitted and may constitute a crime punishable by law. Mountain America Federal Credit Union does business as Mountain America Credit Union. Membership required—based on eligibility. © Mountain America Credit Union 2021. All rights reserved. ++ Guiding You Forward