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Need a Reason to Invest in Your Future? | Wescom Financial Services

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1-888-4WESCOM (1-888-493-7266) ext. 5104

Need a Reason to Invest in Your Future?

Need a Reason to Invest in Your Future? Complete a Financial Plan and Open a WFS Account to Get a $200 Visa Gift Card.

Open an Account through WFS

Schedule your no obligation, complimentary consultation today by calling 1-888-4WESCOM (1-888-493-7266) ext. 5104.

Learn more about Life Insurance Services.

Open an Account through WFS

Receive a $200 Visa® Gift Card*

Finding a reason to invest in your future is the first step to achieving your financial goals. Let Wescom Financial Services (WFS) help you find reasons to invest in your financial future and create a plan that represents your investment goals.

Plus, we'll give you your first reason to invest by rewarding you with a $200 Visa gift card.* Here's how to qualify:

  1. Meet with a WFS Investment Representative
  2. Complete a financial plan
  3. Open a WFS account with a minimum of $50,000 by November 30, 2017

Schedule a Complimentary Consultation

To get started and discover more reasons to invest in your future, schedule a no-obligation, complimentary financial consultation with a WFS Investment Representative click the button below.

* Members who meet with a WFS representative, complete a financial plan, and open an account through WFS with a minimum of $50,000 between Friday, September 1, 2017 and Thursday, November 30, 2017 will qualify to receive a $200 Visa gift card. The account must be funded within 45 calendar days of opening. The account must remain open for 90 days to qualify for the gift card. Gift cards will be mailed out after the 90 day period is over. Accounts opened through eVision do not qualify for the gift card offer. Offer is not valid with internal transfers originating from an existing WFS account or contributions made to an existing WFS account. Limit one gift card per household. Bonuses are considered interest and will be reported on IRS Form 1099-INT.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. A withdrawal prior to age 59½ may be subject to IRA penalty and tax consequences.

Consult your tax advisor.