You are now leaving wescom.org
For your convenience, Wescom provides links to some services provided on websites not operated by the Credit Union.
Please be aware that privacy and security policies may differ from those of Wescom, and that the Credit Union is not responsible for content on third-party websites or for any transactions that may occur on those sites.
You will be automatically redirected to {{title}} in {{timeLeft}} seconds.
Whether it’s planning for college or saving for retirement – your investment dream is within reach.
Wescom Financial Services (WFS) Financial Advisors can help check the health of your investment portfolio
to make sure you’re on track to achieve your goals.
When you meet with one of our financial advisors and open a WFS account—or transfer funds to a WFS account—by September 30, 2021, you could qualify for:
To get started, contact WFS today to schedule your complimentary consultation by calling 1-888-879-0558 ext. 5104 or clicking below.
*Members who open an account or transfer funds from another financial institution or a Wescom account to a WFS account by September 30, 2021 through WFS with $25,000-$49,999 will qualify to receive a $100 Visa Gift Card, with $50,000-$99,999 will qualify to receive a $200 Visa Gift Card, with $100,000-$249,999 will qualify to receive a $300 Visa Gift Card, and with $250,000 and greater will qualify to receive a $400 Visa Gift Card. The account must be funded within 45 calendar days of opening. Visa Gift Cards will be sent 30 days after the end of the promotion. Accounts opened through eVision® do not qualify for the Visa Gift Card offer. Limit one Visa Gift Card per household. Visa Gift Cards may be subject to IRS reporting. Consult your tax advisor. Restrictions apply.
Certain terms and conditions apply. Restrictions apply. Please ask for details.
*Members who make an investment, purchase a permanent insurance policy with the assistance of a WFS Financial Advisor, or transfer funds from another financial institution or a Wescom account to a WFS account by April 30, 2022 through WFS with $25,000–$49,999 will qualify to receive a $100 Visa Gift Card, with $50,000–$99,999 will qualify to receive a $200 Visa Gift Card, with $100,000–$249,999 will qualify to receive a $300 Visa Gift Card, and with $250,000 and greater will qualify to receive a $400 Visa Gift Card. The account must be funded within 45 calendar days of opening. The account must remain open for 30 days. Visa Gift Cards will be sent after the 30 day period is over. Accounts opened through eVision® do not qualify for the Visa Gift Card offer. Insurance policies through WIS or TruStage do not qualify for the Visa Gift Card offer. Visa Gift Cards may be subject to IRS reporting. Consult your tax advisor. Restrictions apply.
Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered SEC Investment Advisor, broker-dealer, and 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, not Credit Union guaranteed, and may lose value.
Wescom Financial Services CA Insurance License #0E36340.