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On Monday, July 4, we will be closed for Independence Day.

Your Dream
is Within Reach

Talk to a Financial Advisor Today
and Get Up To a $400 Visa® Gift Card*

Your Investment Goals Are Closer Than You Think

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.

Get Up to a $400 Visa® Gift Card!

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:

  • $25,000–$49,999 = $100 Visa Gift Card
  • $50,000–$99,999 = $200 Visa Gift Card
  • $100,000–$249,999 = $300 Visa Gift Card
  • $250,000 and greater = $400 Visa Gift Card

To get started, contact WFS today to schedule your complimentary consultation by calling 1-888-879-0558 ext. 5104 or clicking below.

Schedule Your Appointment Today


*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.

Information gathered on our website is not sold under the California Consumer Privacy Act (CCPA). Learn More close