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.
Wasatch Peaks Financial Services offers a complimentary, no obligation consultation with James Aoki, Financial Consultant, who will work with you to help you identify and work toward your long-term financial goals. Just call 801.627.8732 to make an appointment.
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. All our insurance products are provided by highly-rated insurance companies and are affordable to protect your financial security and to give you peace of mind.
Get peace-of-mind with a Complete Estate Plan!
Wasatch Peaks Credit Union has teamed up with Summit Administrators, LLC to offer wills, trusts, and estate planning services to our members. There are two options for members to complete their estate plan: