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Planning Solutions

Invest with confidence through a name you know and trust. Wescom Financial Services (WFS) offers full-service investment options through our broker-dealer CUSO Financial Services (CFS) to help you plan for a successful financial future.

Finding an Advisor

Whether you're a veteran investor or an absolute beginner, our expert team of CFS Wealth Advisors and Financial Advisors can give you valuable advice about stocks, bonds, mutual funds, annuities, insurance products, and more.

Our team of financial professionals are dedicated to you and your individual investment needs. We take pride in establishing one-on-one, long-term relationships with our clients so we can truly understand your specific financial goals in order to develop the right investment plan specific to your unique financial needs.

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Invest with Knowledge

We have the tools to help you make smart financial decisions. Wescom Financial Services offers eVision, an online trading tool that allows you to trade mutual funds and stocks at anytime from anywhere. eVision is made for the investor who wants to make their own investment decisions. Contact WFS to get started.

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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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