Service Finder
To find your closest WFS Representative, select your nearest Wescom branch from the list below:
Send Your Retirement to Financial Boot Camp with WFS
Get Your Retirement Plan into Shape!
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.
Here’s What We Offer:
Individual Retirement Accounts (IRAs)
Take your pick from a complete IRA lineup, including Traditional IRAs, Roth IRAs, and more. Fund your IRA for 2011 or 2012 — or open one if you haven’t already.
Retirement Planning
Your WFS Representative can help keep you on track to reach your goals and evaluate if your goals are realistic.
Rollovers
A rollover is a great way to combine your retirement assets from various sources — like a 401(k) from a previous job — into a single account.
Annuities
We offer fixed annuities for security and stability and variable annuities suitable for long-term investing with diverse investment strategies.
Don’t Put It Off
To get started today on planning a comfortable, worry-free retirement, visit Wescom Financial Services or call us at 1-888-4WESCOM (1-888-493-7266), ext. 5104.
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.