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Save For Tomorrow
While Enjoying Life Today

Schedule an Appointment

Three steps to a $100 Visa® Gift Card

Whatever your tomorrow looks like, we can help you save for it so you can enjoy life today. Wescom Financial Services (WFS) Financial Advisors can help you realize your short-term financial goals and strategize for a long-term financial plan. In three simple steps, we can help you get you one step closer to tomorrow’s dreams.

  1. Schedule an in-person or virtual appointment by calling 1-888-879-0558 ext. 5104 or visiting wescomfinancial.com.
  2. Discuss retirement planning, college savings, and more with a financial advisor.
  3. Get a $100 Visa Gift Card when you open or transfer funds to a WFS account with $50,000 by October 31, 2023!

Schedule an Appointment

* The $100 Visa Gift card offer is available for Members who: 1) make a minimum $50,000 investment with WFS by transferring funds from any non-WFS account; or 2) purchase a life insurance policy of $50,000 or more with WFS by October 31, 2023. The account/policy must be funded within 45 calendar days of opening and must remain open for at least 30 days. The Visa Gift Cards will be sent to the recipient after the completion of the 30-day period. Accounts opened through eVision® do not qualify for the Visa Gift Card offer. Visa Gift Cards may be subject to IRS reporting. Consult your tax advisor. Terms and conditions apply.

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.