After reviewing your financial profile, an Investment Representative can help you design a retirement plan that includes the right mix of investments, savings, and insurance products tailored to your specific needs.
Our goal is the same as yours - to help you build your net worth and get the most for your money.
Schedule Your Appointment.
Schedule your complimentary, no-obligation appointment with one of our skilled Investment Representatives or call (888) 981-2100 to learn more about different IRA plans.
The products offered:
1. Are not federally insured
2. Are not obligations of the credit union
3. Are not guaranteed by the credit union or any affiliated entity
4. Involve investment risks, including the possible loss of principal; and
5. If applicable, are being offered by an employee who serves both functions of accepting members' deposits and the selling of nondeposit investment products.
Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is 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.