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Wescom Financial Services | Open a WFS Account and Get Rewarded

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Your Financial Advisor is here to support you through market volatilty. Contact us today!

1-888-879-0558 ext. 5104 Make an Appointment

Make a Plan with Our Trusted Team

Your Dream, Our Purpose. We Can Help Optimize Your Investment Strategy. Get up to a $400 Gift Card with WFS. Terms and conditions apply.

Wescom Financial Services

Schedule your no obligation, complimentary consultation today by calling 1-888-879-0558 ext. 5104.

Learn more about Life Insurance Services.

The Difference is Working Together

Wescom Financial Services (WFS) Financial Representatives can assess your investments to help ensure you are optimizing your financial portfolio to meet your goals, while maximizing growth and tax-efficiency.

We can also provide insight on the recently passed SECURE ACT to see if your investments will be affected.

Start the Year with More Rewards

When you talk to a financial advisor and open a WFS account or transfer funds to a WFS account by April 30, 2020, here’s what you could qualify for:

  • $25,000-$49,999 = $100 Gift Card
  • $50,000-$99,999 = $200 Gift Card
  • $100,000 - $249,999 = $300 Gift Card
  • $250,000 and greater = $400 Gift Card

Make sure to download this checklist of items to bring with you to your complimentary financial consultation. Schedule your phone and video web conference today by calling 1-888-879-0558, ext. 5104 or clicking below.

*Members who open an account or transfer funds from another financial institution or a Wescom account to a WFS account by April 30, 2020 through WFS with $25,000-$49,999 will qualify to receive a $100 Gift Card, with $50,000-$99,999 will qualify to receive a $200 Gift Card, with $100,000-$249,999 will qualify to receive a $300 Gift Card, and with $250,000 and greater will qualify to receive a $400 Gift Card. The account must be funded within 45 calendar days of opening. Gift Cards will be sent 30 days after the end of the promotion. Accounts opened through eVision® do not qualify for the Gift Card offer. Limit one Gift Card per household. Gift Cards be subject to IRS reporting. Consult your tax advisor. Restrictions apply, see