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Arrive with a Goal, Leave with a Plan | Wescom Financial Services

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

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

Join WFS for a, complimentary webinar on “Living Trusts and Estate Planning”

Open an Account through WFS

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

   Get On Track for Today and Tomorrow

Knowledge is Power

We believe that knowledge is power, especially when it comes to financial planning. Wescom Financial Services (WFS) Financial Advisors can help you realize your short-term financial goals and strategize for a long-term financial plan. Plus, our complimentary webinars on topics such as Estate Planning, Social Security, Life Insurance, and more will equip you with the confidence to make sound financial decisions.

Get a Visa® Gift Card up to $400!

When you talk to a financial advisor and open a WFS account — or transfer funds to a WFS account — by April 30, 2022 you could qualify for

  • $25,000–$49,999 = $100 Visa Gift Card
  • $50,000–$99,999 = $200 Visa Gift Card
  • $100,000–$249,999 = $300 Visa Gift Card
  • $250,000 and up = $400 Visa Gift Card

To get started, schedule your virtual or in-branch appointment by calling 1-888-879-0558 ext. 5104 or by clicking the button below.

Make an Appointment

*Members who make an investment, purchase a permanent insurance policy with the assistance of a WFS Financial Advisor, or transfer funds from another financial institution or a Wescom account to a WFS account by April 30, 2022 through WFS with $25,000–$49,999 will qualify to receive a $100 Visa Gift Card, with $50,000–$99,999 will qualify to receive a $200 Visa Gift Card, with $100,000–$249,999 will qualify to receive a $300 Visa Gift Card, and with $250,000 and greater will qualify to receive a $400 Visa Gift Card. The account must be funded within 45 calendar days of opening. The account must remain open for 30 days. Visa Gift Cards will be sent after the 30 day period is over. Accounts opened through eVision® do not qualify for the Visa Gift Card offer. Insurance policies through WIS or TruStage do not qualify for the Visa Gift Card offer. Visa Gift Cards may be subject to IRS reporting. Consult your tax advisor. Restrictions apply.


UPCOMING WEBINAR

Living Trusts and Estate Planning

During this webinar, you’ll learn how to establish a living trust and avoid the common pitfalls of transferring property using joint ownership. Plus, we’ll help you understand how to choose and empower the right person to manage your finances, nominate guardians and provide for minor children, and distribute assets according to your wishes.

DATE: February 24, 2022

TIME: 4 – 5 p.m.

RSVP Now

View more upcoming webinars