Western Growers Financial Services
We Manage Money
We tailor financial solutions to meet your goals, helping create and preserve financial security for both you and your business. We cater to individuals, businesses and pension plans, and manage over $150 million in assets.
Your Company Assets
From corporate asset management to retirement and pension plan solutions, we are here to put your money to work for you.
Your Personal Assets
We begin with understanding your goals, strategy and risk tolerance and work to perform within those guidelines to help you achieve your financial goals.
Retirement Security Plan
We can help you and your employees draft a successful roadmap to retirement with a plan designed specifically for the unique needs of your company and employees. We offer a wide array of investment choices, financial planning and funding options.
Plan Participants
Contact City National Bank | 800-660-6282
Fund Facts
View the Retirement Security Plan’s Q4 2012 portfolio performance.
News
Events
Market Wrap Up
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Our Expertise
With over 60 years of combined industry experience, our knowledgeable team works hard to help you achieve your financial goals.
“
Our members come first. I’m honored with the trust they’ve put in us to manage their financial needs and I take that responsibility very seriously.
– Matt Lewis, Vice President, Investments
”
Disclosures
- Privacy Notice
- Business Continuity Planning Summary
- USA Patriot Act Notice
- Pershing LLC Disclosure Statements
- Western Growers Financial Services Annual Notice
- Money Market Mutual Fund & FDIC-Insured Deposits Program Rates & Bank Lists
- Order Routing Practices (Search: Western Growers Financial)
- Statement of Financial Condition
Western Growers Financial Services Clearing through Pershing LLC. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. Pershing LLC, member FINRA, SIPC. Trademarks belong to their respective owners. Securities and Investment Advisory Services offered through Western Growers Financial Services, Inc., a Broker-Dealer and California & Arizona State Registered Investment Adviser. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of Western Growers Financial Services, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Western Growers Financial Services is registered in Arizona (AZ), California (CA), Colorado (CO), Ohio (OH), Oregon (OR) and Washington (WA).
