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About Us

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About Us

Investment services to Wescom Credit Union members. Entrusted with over 13,000 accounts, we manage assets of more than $1 billion.

As a wholly-owned subsidiary of Wescom Credit Union, we stay true to the Wescom focus delivering the highest standard of service and personalized attention that you have come to expect at our Credit Union.

 

We Understand You

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 WFS 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.

Build Your Portfolio

About Wescom Credit Union

For more than 86 years, Wescom has provided Southern California residents with comprehensive financial services including loans, investments, insurance, and more.

With 24 branches and more than $5 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, Wescom Financial Services stays true to the same principles of the service driven culture established by our founding Credit Union, putting you and your individual needs first.

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