Schedule an Appointment
Limited-Time Offer While Supplies Last: $100 Amazon eGift Card1
The first 100 members to schedule and complete an in-person meeting or virtual appointment with an advisor by March 31, 2021 will receive a $100 Amazon eGift card1 on us.
Simply fill out your contact information below, and we will get in touch with you to set up your appointment with an advisor.
1Offer valid only while supplies last, and subject to change without notice. Must be a TruWest Credit Union member with a minimum $5 membership deposit and continuing balance. Limited to the first one hundred (100) eligible members that schedule and complete an in-person or video consultation with a TruWest Wealth Management financial advisor by 03/31/21. Must also provide a valid email address and present or mention this promotion email/offer at appointment set up to be eligible and claim. Promotion is limited to new and first-time appointments only, and subsequent appointments with an advisor will not qualify for an eGift card. Limit of one eGift card per primary membership. TruWest employees/board members and their immediate family members not eligible for promotion. Please allow up to two weeks from completion of consultation for delivery of the eGift card.
Email Us
Reach TruWest Wealth Management Services by email at WealthManagement@truwest.org.
Contact Us by Branch
Have a specific branch you would like to meet with an advisor at? Call us to schedule an appointment today.
Dobson & Elliot
1990 W Elliot Rd
Chandler, AZ 85224
Advisor: Brent Cattani
Call for Appointment: (602) 629-2071
Superstition Springs
6550 E Superstition Springs Blvd
Mesa, AZ 85206
Advisor: Guy Austin
Call for Appointment: (602) 629-2642
Dobson & Main
1982 W Main St, Ste 104
Mesa, AZ 85201
Advisor: Darren Kennon
Call for Appointment: (602) 629-2642
52nd Street
5136 E Roosevelt St
Phoenix, AZ 85008
Advisor: Darren Kennon
Call for Appointment: (602) 629-2642
McCormick
7333 Via Paseo Del Sur
Scottsdale, AZ 85258
Advisor: Darren Kennon
Call for Appointment: (602) 629-2642
Priest & Warner
1345 W Warner Rd
Tempe, AZ 85284
Advisor: Thomas Rindahl
Call for Appointment: (602) 629-2078
General Dynamics
8201 E McDowell Rd
Scottsdale, AZ 85257
Advisor: Thomas Rindahl
Call for Appointment: (602) 629-2078
Legend Oaks
6001-2 W William Cannon Dr, Ste 100
Austin, TX 78749
Advisors: Pat Combs & Pat Dillon
Call for Appointment: (512) 421-3405