You invest your money. We invest in you.

HeritageWest Credit Union is dedicated to helping our credit union members realize their personal and business financial goals. Our dedicated financial planners keep your goals in mind as they craft personalized solutions to meet your individual financial needs.

Schedule a financial planning session!

Financial Planning

Whether you’re working to reduce your debt, save for higher education, buy your first home, or plan your retirement, HeritageWest will work with you to create the right strategy to achieve success. Our primary goal is to be your financial partner for life. Let us help put you on the road to financial freedom.

Financial Calculators

As you navigate your financial goals and make decisions for your future, it’s good to have the tools and information you need to help you on your way. Here’s where you’ll find Chartway’s online tools, calculators, and links to help illuminate your path.

Mass Mutual Member Wealth Management

Member Wealth Management works closely with Agencies of Massachusetts Mutual Life Insurance Company. We have a strategic alliance agreement to offer financial products and services to our credit union members.

Individual Retirement Account

Whether you started saving and planning for your financial future early in your working years, or you are just getting started, HeritageWest Credit Union’s Member Representatives can help you discover a way to be better prepared to enjoy your retirement years to the fullest.

BALANCE® Financial Fitness

Introducing the BALANCE® Financial Fitness Program, HeritageWest Credit Union’s newest member benefit, which gives you convenient access to tools, assistance, and online training on a wide variety of financial matters.

 

 

Enjoy the benefits of membership today!

No matter where life takes you, we’re here to help. Because once you're a member, you're always a member.