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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 Amazon.com 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 Amazon.com Gift Card
  • $50,000-$99,999 = $200 Amazon.com Gift Card
  • $100,000 - $249,999 = $300 Amazon.com Gift Card
  • $250,000 and greater = $400 Amazon.com 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 Amazon.com Gift Card, with $50,000-$99,999 will qualify to receive a $200 Amazon.com Gift Card, with $100,000-$249,999 will qualify to receive a $300 Amazon.com Gift Card, and with $250,000 and greater will qualify to receive a $400 Amazon.com Gift Card. The account must be funded within 45 calendar days of opening. Amazon.com Gift Cards will be sent 30 days after the end of the promotion. Accounts opened through eVision® do not qualify for the Amazon.com Gift Card offer. Limit one Amazon.com Gift Card per household. Amazon.com Gift Cards be subject to IRS reporting. Consult your tax advisor. Restrictions apply, see Amazon.com/GC-Legal.