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Customized Financial Planning Hidden
Customized Financial Planning
Since 1934, Wescom Credit Union has been dedicated to helping members throughout Southern California build better lives. Now with 30 branches, plus robust online and mobile banking, we provide essential banking solutions to more than 200,000 members.
As a non-profit financial cooperative, our members are our owners. This means that as a Wescom member-owner, you get benefits such as lower loan rates, higher savings yields, reduced fees, and a strong network of branches and ATMs.
Meet Our Financial Advisors
Retirement Solutions
If your goal is to retire comfortably, we’re here to help you do just that. Our Financial Advisors have been helping members exceed their retirement goals for many decades. Allow us to give you the knowledge and resources you need to make well-informed decisions about your retirement.
Why Wescom Wealth Management
As a division of Wescom Credit Union, Wescom Wealth Management 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.
Insurance
We can help you decide on the life insurance coverage you need to help ensure your loved ones are covered. From how much you should purchase, naming and updating your beneficiaries, and reviewing your life insurance policies and options, we’ll help you make sound decisions to protect you and your family
Protect What Matters Most
Discover TruStage Accidental Death and Dismemberment (AD&D) Insurance
Life is unpredictable, and while we often take precautions to stay safe, accidents can still happen. That's why it’s essential to consider the protection offered by TruStage Accidental Death and Dismemberment (AD&D) insurance, which pays a cash benefit directly to a beneficiary if the insured suffers a fatal accident or experiences a serious injury. TruStage AD&D insurance comes with the following features:
- Covers a range of unfortunate events, including death in a covered accident, loss of eyesight, hearing, or speech, hand, foot, eye, thumb, or index finger
- Your acceptance is guaranteed—with no health questions or medical exam required
- No-cost coverage may be available
- Additional coverage options: Expand your policy to include family members, ensuring everyone is protected
AD&D insurance differs significantly from traditional life insurance. While life insurance covers death from any cause, AD&D is specifically designed to cover accidental.
Explore your options today and take the vital step towards safeguarding your family's financial future.
TruStage® Accidental Death & Dismemberment Insurance is made available through TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union. Product and features may vary and not be available in all states.
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