Check the backgrounds of our investment professionals on FINRA’s BrokerCheck.
Investments with Patelco Financial Solutions
Invest in your future to help you get where you’re going with Patelco Financial Solutions.
Financial Advisor Services
Financial Advisors1 will create a personalized investment strategy that aligns with your long-term goals.
Estate Planning Strategies
Everyone needs an estate plan, regardless of age, assets, or stage of life. Secure your legacy and family’s future with an affordable and inclusive solution.
Now is the time to invest in your future
Free Financial Advisor consultation
We’ll discuss your situation and goals in detail, then create a customized investment strategy and retirement analysis.
Strategies that fit your goals
No matter what your goals are, we can provide personalized strategies, tools, and experience to help you achieve more on your financial journey.
Planning for every stage of life
Rollover strategies, IRAs, 401(k) and 403(b) plans, retirement planning, trust and estate planning strategies, annuities, and college savings plans.
Request Financial Guidance
Patelco Credit Union offers complimentary one-on-one guidance from our Certified Financial Specialists. Whether you’re looking to save money, create a budget, or reduce your debt, Patelco has personalized solutions for you.
Frequently Asked Questions
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Patelco Financial Solutions provides multiple investment options to choose from. Get in touch with a Financial Advisor 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.
1 The financial professionals at Patelco Financial Solutions are Financial Advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Patelco Credit Union and Patelco Financial Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Patelco Financial Solutions, and may also be employees of Patelco Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Patelco Credit Union or Patelco Financial Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.