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Investments

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Wescom Financial Services

As a wholly-owned subsidiary of Wescom Credit Union, Wescom Financial Services (WFS) offers full-service investment options to Wescom members, delivering the highest standard of service and personalized attention that you have come to expect.

Meet our Financial Advisors

"Together, let's build a diversified investment portfolio that is customized to you."

Gary Chow, Wealth Advisor, La Habra Branch

Meet Our Advisors

Features & Benefits

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Calculators

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Market Summaries

We offer a wide variety of interactive and easy to use financial calculators. Our calculators are valuable tools that can help you determine and plan your investment, retirement and educational savings goals, giving you interactive charts and graphs to help visualize and monitor your progress.

Market Summaries

Calculators

We offer a wide variety of interactive and easy to use financial calculators. Our calculators are valuable tools that can help you determine and plan your investment, retirement and educational savings goals, giving you interactive charts and graphs to help visualize and monitor your progress.

View Financial Calculators

Seminars

Wescom Financial Services offers complimentary seminars that all Wescom members may attend. Hosted by our Investment Representatives, these seminars offer timely information that you need in order to make important life decisions. Our seminars have covered a range of topics including trust and estate planning, investing basics, IRAs, saving for college, tax-advantaged investing, and more.

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Financial Tools

Plan for your investment, retirement, and savings goals with one of Wescom Financial Service’s financial calculators. With a wide variety of interactive financial tools to choose from, you can easily visualize and monitor your progress along the way.

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My Portfolio View

With Wescom’s eBranch online banking, you can view your entire investment portfolio in one convenient place, from the comfort of your own home!


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Comprehensive Investments Solutions

No matter what your situation may be, we are here to help you plan for both the present and the future. Let us guide you through your investment options so you can make your money work harder, allowing you to focus on the things that matter the most to you.

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DISCLOSURES

Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered SEC Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).

Investments are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value.

Wescom Financial Services CA Insurance License #0E36340.

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