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Plan for the Road Ahead
Whether you’re planning for retirement, saving for college, or considering investing, Wescom Financial Services (WFS), your full-service financial planning partners, can get you started on the right track and keep your investments growing.
Wescom Financial Services offers:
- Retirement Planning
- 401(k) Rollovers
- 401(k) Check Ups
- College Planning
- Managed Accounts
- Trust Services
Save for Retirement
More than ever, retirement planning is a crucial step toward establishing a secure income in your golden years. Wescom Financial Services can help with a range of savings and investment plans that include traditional, rollover, SEP, and Roth IRAs. A selection of fixed and variable annuities can help you decide how you manage your estate.
Informed Investments
Whether you’re a veteran investor or an absolute beginner, our expert team of WFS Investment Representatives can give you valuable advice about stocks, bonds, mutual funds, annuities, and insurance products.
eVISION® Online Trading
For investors who want to make their own investment decisions, we offer online trading for mutual funds and stocks with our eVISION® Online Trading tool, accessible from any computer.
College Savings Options
Meet with us to explore all your options for college savings. We offer a full range of investment services and products that may maximize your earning power including Coverdell Education Savings Accounts and 529 savings plans.
Lucrative Learning
Wescom Financial Services offers complimentary seminars that all Wescom members may attend. Presented by our Investment Representatives, these seminars offer timely information that you need to make important life decisions.
We’re here for you
We can help you prepare for your most exciting journey—your future. Start planning today. Call us at 1-888-4WESCOM (1-888-493-7266), ext. 5104, or visit your nearby branch to schedule a no-obligation consultation.
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Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC). eVISION® is a trademark of CUSO Financial Services, L.P.
Investments are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value.
To view full WFS disclosures please click here.
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