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Stay Connected to Your Investments with WFS | 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

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 1-888-879-0558 ext. 5104 or by scheduling online.

Stay Connected to Your Investments with WFS

Don’t let distance come between you and your investments. Wescom Financial Services (WFS) is here to help you stay connected with virtual and in-person complimentary consultations with our licensed financial advisors.

Together we’ll assess whether:

  • Your financial portfolio is as healthy as it could be
  • Your risk-reward balance aligns with your long-term goals
  • Your investments are strategically allocated to grow and protect your wealth

Get an Gift Card up to $400!

When you meet with one of our financial advisors and open a WFS account—or transfer funds to a WFS account—by December 31, 2020, you could qualify for:

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

The best reason to take advantage of this offer? Because assessing—and possibly adjusting—your asset allocation could have a huge impact on your portfolio’s performance and, in turn, on your long-term financial security.

To get started, contact Wescom Financial Services today to schedule your complimentary consultation online or by calling us at 1-888-879-0558 ext. 5104.

*Members who open an account or transfer funds from another financial institution or a Wescom account to a WFS account by December 31, 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 may be subject to IRS reporting. Consult your tax advisor. Restrictions apply, see