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Investments

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Wescom Financial Services

Wescom Financial Services (WFS) offers full-service investment options through our broker dealer CUSO Financial Services (CFS) to help Wescom members meet their financial and investment goals.


Meet our Financial Advisors

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

Gary Chow, Wealth Advisor

Meet Our Advisors

Features & Benefits

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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

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members.

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