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1899 Western Way
Torrance, CA 90501

Investment Services

877-254-9328, option 6 

Traditional or Roth IRA? Retirement Planning Your DNA Test

As a Western Federal Credit Union member, you have access to assistance from experienced Financial Consultants through Western Members' Financial Services. Our Financial Consultants develop ongoing personal relationships with their clients to help guide them through the financial planning process at every life stage, as well as provide alternative savings options.

Our extensive line of investment services includes:

  • Full Financial Planning and Analysis
    Our experienced Financial Consultants will evaluate your current savings, insurance and investment portfolio to create a personalized plan that works toward achieving your financial goals.
  • Retirement Planning
    We'll discuss your retirement goals and strategies that may help you generate income for retirement.
  • Estate Planning
    A well-organized plan may help you protect your assets and reduce estate taxes so you can leave as much as possible to your beneficiaries.
  • Education Savings Plan
    Learn more about tax-advantaged accounts for school and college savings.
  • Mutual Funds, Annuities, IRAs, Stocks and Bonds
    Our Financial Consultants can explain the advantages and disadvantages of various investment products to help determine which may be right for you.

We invite you to explore our website and begin investing in your financial future today by scheduling a complimentary consultation with your Financial Consultant.

Helpful Content

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Traditional vs. Roth IRA

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Learn more about taxes, tax-favored investing, and tax strategies.

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Have you explored all of your choices when it comes to managing your taxable income?

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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It's easy to let investments accumulate like old receipts in a junk drawer.

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Taking your Social Security benefits at the right time may help maximize your benefit.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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