Service Finder
To find your closest WFS Representative, select your nearest Wescom branch from the list below:
Wescom Financial Services
Send Your Retirement to Financial Boot Camp with WFS
Team up with Wescom Financial Services (WFS) to help you achieve your retirement goals. We’ll explain all your options, then help you create the plan that’s right for you. We’ll be with you for the long haul, so we can review your accounts and update your portfolio as your life changes.
Click here for more information.
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 help you get started on the right track.
Wescom Financial Services Offers:
VISION®
Trade mutual funds and stocks online with our eVision online trading tool.
Take charge of your finances with our Financial Planning Center
Build your financial knowledge with our free seminarsInvestment 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.