Service Finder
To find your closest WFS Representative, select your nearest Wescom branch from the list below:
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 bonds, mutual funds, annuities, and insurance products. Let us help you diversify your portfolio and access tax-favored investments that may help you keep more of the money you earn.
Fixed and Variable Annuities
Annuities, insurance products that can be used to help provide consistent retirement income, are becoming an increasingly popular investment choice among individuals. WFS offers fixed annuities, which offer investors security and stability, as well as variable annuities, which are appropriate for long term investing and offer diverse investment strategies.
If you think an annuity may be right for you, or if you are simply looking for more information about this type of product, your WFS Investment Representative can help you understand how annuities can benefit you.
Mutual Funds
The mutual fund landscape can be confusing to the average investor. Your WFS Representative can explain, in plain language, what mutual funds are, how they work, and what different types are available. Mutual funds offer investors a product designed to diversify your portfolio, generate income, and provide growth potential.
Managed Accounts
For those members who prefer a comprehensive consulting process that includes ETFs, separately managed accounts, and a mutual fund program, our experienced Financial Advisors offer a customized portfolio of stocks and/or bonds and cash that is guided by professional investment managers.
Other Wealth Management Strategies
No matter what your situation may be, our Investment Representatives can help you plan for both the present and the future, helping you make choices that will help your money to work harder for you so you can focus on the things that matter most to you.
College Planning
Meet with a WFS Representative to explore all the options available to you when saving for your children's college education. We offer a full range of investment services and products that help increase your earning power, including 529 Savings Plans and Coverdell Education Savings Accounts.
Annuity products are insurance and are not insured by FDIC, NCUA/NCUSIF, or any government agency. Guarantees are based on the claims-paying ability of the Life Insurance Company. IRAs and other qualified plans already provide tax deferral like that provided by an annuity. Withdrawals prior to age 59½ may be subject to federal/state income tax or penalty. Surrender charges apply for withdrawals in excess of the penalty-free withdrawals per year. Wescom Financial Services CA Insurance License #0E36340
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.