Financial Planning

Investments

Achieve your financial goals

Wasatch Peaks Financial Services is committed to helping you achieve your financial goals! That's why we've formed a relationship with LPL Financial, a full-service broker-dealer and registered investment advisor.

Insurance

Protect your financial security with insurance through Wasatch Peaks!

Wasatch Peaks offers a full-range of insurance products to protect you, our members, including debt protection, automobile, homeowners, accidental death and dismemberment, and life insurance policies.

Wills, Trusts and Estate Planning

Get peace-of-mind with a Complete Estate Plan!

Wasatch Peaks Credit Union has teamed up with Attorney Jonathan Pace from the law firm of Allen, Paceand Willliams to offer Wills, Trusts and Estate Planning services for our members.

Medicare Supplement Insurance

Get the flexibility to choose between different plans to meet your individual needs and budget.

Wasatch Peaks Credit Union has partnered with HealthPlans Insurance Advisors to offer members Medicare Supplement policies. 

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