Invest in your future to help you get where you’re going.
Our CFS Financial Advisors1 will create a personalized investment strategy that aligns with your long-term goals.
Fill out a short questionnaire, then our Robo Advisor2 will automatically build a diversified portfolio based on your goals and risk tolerance.
Take the lead on your investments and trade stocks, bonds, and mutual funds with our eVision® 3 online trading service.
Everyone needs an estate plan, regardless of age, assets, or stage of life. It’s why we’ve partnered with Trust & Will to offer our members 25% off the estate plan of their choice.
We’ll discuss your situation and goals in detail, then create a customized investment strategy and retirement analysis.
Work with one of our Financial Advisors, use our Robo Advisor Program to choose your investments, or invest on your own with the eVision® trading platform.
No matter what your goals are, we can provide personalized strategies, tools, and expertise to help you achieve more on your financial journey.
Rollover strategies, IRAs, 401(k) and 403(b) plans, retirement planning, trust and estate planning, annuities, and college savings plans.
Patelco provides multiple investment options to choose from. Get in touch with one of our CFS Financial Advisors to find the right fit.
Our Financial Advisors will provide you with a complimentary financial consultation and can create a customized investment strategy with retirement analysis. We’re committed to keeping our members on the path to financial wellbeing.
A Financial Advisor consults with you about your goals, creates a customized investment plan, and then actively manages your investments for you. A Financial Advisor has access to more investment options, and they often offer guidance around estate planning, taxes, and insurance. Working with a Financial Advisor generally requires reserves (savings) and a higher minimum investment amount.
A robo advisor uses algorithms to choose your investments for you, then monitors, adjusts, and rebalances your investments automatically. Robo advisors generally have lower fees, choose from a more limited selection of investment options, and require a smaller minimum initial investment.
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