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Times have changed but our purpose remains the same. Wescom Financial Services (WFS) Financial Advisors can help check the health of your investment portfolio in light of the changes brought on by 2020 to ensure you are meeting your investment goals.
When you meet with one of our financial advisors and open a WFS account—or transfer funds to a WFS account—by April 30, 2021, you could qualify for:
| $25,000 to $49,999 | = | $100 Visa Gift Card |
| $50,000 to $99,999 | = | $200 Visa Gift Card |
| 100,000 to $249,999 | = | $300 Visa Gift Card |
| $250,000 and up | = | $400 Visa Gift Card |
| $25,000 to $49,999 | = | $100 Visa Gift Card |
| $50,000 to $99,999 | = | $200 Visa Gift Card |
| 100,000 to $249,999 | = | $300 Visa Gift Card |
| $250,000 and up | = | $400 Visa Gift Card |
To get started, contact WFS today to schedule your complimentary consultation by calling 1-888-879-0558 ext. 5104 or visiting wescomfinancial.com.
*Members who open an account or transfer funds from another financial institution or a Wescom account to a WFS account by April 30, 2021 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. Visa Gift Cards will be sent 30 days after the end of the promotion. Accounts opened through eVision® do not qualify for the Visa Gift Card offer. Limit one Visa Gift Card per household. Visa Gift Cards may be subject to IRS reporting. Consult your tax advisor. Restrictions apply.
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 not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value.
Wescom Financial Services CA Insurance License #0E36340.
