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.
Take the lead on your investments and trade stocks, bonds, and mutual funds with our eVision® 2 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 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.
1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
2 eVISION® is a registered trademark of CUSO Financial Services, L.P.(CFS).
3 Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
* The Robo Advisor platform, Schwab Institutional Intelligent Portfolios, is no longer accepting new investors. If you are an existing client and need service, please call 800.686.4724, option 4.
