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
-
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 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA, SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Check the backgrounds of our investment professionals on FINRA’s BrokerCheck.