1899 Western Way
Torrance, CA 90501

Investment Services

877-254-9328, option 6 

Tax Strategy

  

Managing your annual tax situation effectively is an important part of a good overall financial strategy. But you don't have to do it all alone. This year, schedule a complimentary appointment with your Financial Consultant with Western Members' Financial Services.

Let us guide you to:

  • Make the most of tax advantaged investments
  • Review retirement plan contributions for next year
  • Understand short and long term capital gains
  • Maximize investment income

Make your appointment today.