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Wescom Financial

Advisory Services

No matter what your situation may be, we are here to help you plan for both the present and the future. Let us guide you through your investment options so you can make your money work harder, allowing you to focus on the things that matter the most to you.

Managed Account Solutions

Managed Account Services is designed for those members who prefer WFS to manage their money for them. We have partnered with the top institutional asset managers who will invest and manage your specialized portfolio based on your financial goals helping you to build a comprehensive, more diversified portfolio.

Full-Service Investment Planning

We offer Managed Account Services for those members who prefer a comprehensive consulting process. We have partnered with the top institutional asset managers who will invest and manage your specialized portfolio based on your financial goals. Whether you want stocks, bonds or a combined strategy, we will find the right managed accounts — guided by the top fund managers — to fit your needs and diversify your portfolio.

Our Managed Account Services team offers:
  • Separate Managed Accounts
  • Integrated Managed Accounts
  • Multi-Discipline Managed Accounts
  • Exchange Traded Funds (ETFs)
  • Performance Monitoring and Reporting
  • Asset Allocation
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Comprehensive Investment Solutions

Whether you’re a veteran investor or an absolute beginner, our expert team can provide you with valuable advice about stocks, bonds, mutual funds, annuities, and insurance products. Let us help you build a diversified portfolio and access tax-favored investments that may help you keep more of the money you earn.

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Fixed and Variable Annuities

We work with the top insurance providers to offer you a variety of fixed and variable annuities. Since it is impossible to predict the outcome of market investments, annuities can be used as a way to generate a stream of income in your retirement.

Mutual Funds

Our mutual funds offer you a cost-effective product designed to diversify your portfolio, generate income, and provide growth potential. We work with industry leading fund families to provide you quality fund options covering Equity, Bond, and Alternative fund options and more.

Features & Benefits

Schedule an Appointment

Meet with a CFS Financial Advisor to discuss your financial goals in order to develop the right investment plan specific to your unique financial needs.

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Market Summaries

Access videos and interactive multimedia covering current market performance, important current events and key data release dates.

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We offer a wide variety of interactive and easy to use financial calculators that can help you determine and plan your investment, retirement and educational savings goals, giving you interactive charts and graphs to help visualize and monitor your progress.


Stay up-to-date on the latest financial issues across a variety of topics including retirement, investments, personal finance, annuities, insurance, taxes, college, government benefits and more.

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Attend a complimentary seminar and join leading industry experts to discuss topics designed to give you the information you need to make important life decisions.

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