Financial Services
Western Growers is dedicated to providing you the financial services for you, your employees and your business.
We Manage Money
We tailor our financial solutions to meet every company’s – and every person’s – individual needs. This customized approach helps to create and preserve financial security for you, your family, your business, and your employees. We cater our solutions to agribusiness and corporate investing, retirement and pension plans, and individual money management.
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.
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Disclosure
- 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
- FORM CRS Customer Relationship Summary for Broker-Dealer
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 Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Maryland (MD), Oregon (OR), and Washington (WA).
From Our Members
We were excited as a family to switch our 401k plan over to a company that truly understand our unique needs as a farming operation when it comes to retirement planning. western Growers made that switch seamless for us and we are grateful for that.
Todd Talley
Talley Farms , Arroyo Grande, CA