Service Finder
To find your closest WFS Representative, select your nearest Wescom branch from the list below:
Save for Retirement
More than ever before, retirement planning is a crucial step toward establishing a secure income in your golden years. Wescom Financial Services (WFS) can help with a range of savings and investment plans that include traditional, rollover, SEP, and Roth IRAs. We can also offer a selection of fixed and variable annuities that can help you decide how to manage your estate.
Retirement Planning
Making sure you have enough income in retirement can be a daunting task. At WFS, our Investment Representatives are available to explain the different retirement account options open to you, help you establish your own personalized retirement plan, and discuss different investment strategies with you. WFS also offers an ongoing review of your financial plan and accounts to update your portfolio as your life changes.
401(k) and Pension Rollovers
A rollover is a great way to combine your retirement assets from various sources, like a 401(k) plan from your previous job, into a single investment account to maximize your retirement savings power.
401(k) Check-Ups
Your WFS Representative is available to meet with you to ensure that you keep on track to reach your retirement goals —and evaluate if the goals you've set for yourself are realistic.
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.