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Wescom Financial Services | Take the First Step Toward Financial Success with WFS

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

Take the First Step Toward Financial Success

Wescom Financial Services

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

Your Digital Planning Folder

$200 Visa Gift Card

Take the first step toward successfully planning your financial future with Wescom Financial Services (WFS). In your digital WFS Planning Folder below, you’ll find information about how WFS and your designated WFS Representative can help you build your wealth, invest for the future, and secure your legacy. Plus, you’ll also learn how you can get a $200 Visa® gift card once you’ve completed your customized financial plan and opened a WFS Account.*

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 April 30, 2018

About WFS

Meet Your WFS Advisors

Our Wescom Financial Services Advisors specialize in comprehensive financial planning and investment advisory services. Click here to learn about each representative.

Document Checklist

  • Credit Union / Bank Accounts: Checking, Savings, CD, and Money Market
  • Brokerage Accounts
  • 529 Plans, UTMA, Custodial Accounts
  • Retirement Accounts: 401(k), 403(b), 457, IRAs, Roth, Pension Plan, etc.
  • Annuity Statements
  • Company Benefits: stock options, restricted stock, bonuses, profit sharing, etc.
  • Mortgage Equity Line, Credit Cards, Auto Loans
  • Social Security Benefits Statement
  • Insurance Policy Information (home, auto, life)
  • Family Trust Information
  • Previous Year's Tax Return
  • Additional Asset, Liability Information
  • Other

To get started, schedule a no-obligation, complimentary financial consultation with your WFS Investment Representative by calling 1-888-4WESCOM (1-888-493-7266), ext. 5104 or clicking the button below:

*Members who meet with a WFS representative, complete a financial plan, and open an account by April 30, 2018 through WFS with a minimum of $50,000 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. Gift cards may be subject to IRS reporting.
Consult your tax advisor.
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.