As a division of Wescom Credit Union, Wescom Financial Services (WFS) offers full-service investment options through our broker dealer CUSO Financial Services (CFS) to help Wescom members meet their financial and investment goals. Staying true to the Credit Union’s core values we are committed to delivering the highest standards of service and personalized attention that you have come to expect as a Wescom member.
At WFS, we understand that your financial plan is all about you. Our team of experienced financial representatives is dedicated to understanding your specific financial goals allowing us to help you develop an investment plan customized to your unique financial needs.
Whether you’re a veteran investor or an absolute beginner, our expert team of CFS Investment Representatives can give you the valuable advice you need to make informed decisions about stocks, bonds, mutual funds, annuities, insurance and retirement products.
Together, let‘s build a diversified investment portfolio that is customized to you.
Since 1934, Wescom has provided Southern California residents with comprehensive financial services including loans, investments, insurance, and more.
With 24 branches and nearly $6 billion in assets, Wescom Credit Union has become the essential banking alternative serving more than 200,000 members with its member centric values and service.
Likewise, WFS stays true to the same principles of the service driven culture established by our founding Credit Union, putting you and your individual needs first.