| Weekdays | 10am - 5pm |
|---|---|
| Saturdays | Closed |
Jacqueline Jordan
Oakland City Center Branch Manager
Brandon has 11 years of experience in the financial service industry. He sees mortgages as a unique way to build relationships through helping members achieve their home financing goals. Brandon’s hands-on approach enables him to tailor a home financing solution to match your specific needs. Many loan officers can help you get a loan – Brandon’s mission is to make sure you get the right one.
Jane Krueger, CFP®
Financial Advisor
CUSO Financial Services, L.P.1
CA Insurance License: 0C14959
Confidence is vital when helping someone with their financial goals. Jane Krueger, a CERTIFIED FINANCIAL PLANNER™, understands and respects that need. She has been advising clients on their investment and retirement needs for over two decades. Jane specializes in the analysis of client portfolios, giving an honest and unbiased evaluation of every situation – creating a customized retirement plan for clients to implement.
“Patelco members want to know how to reach their goals. Then they want someone to help them take action. I’m here to help change lives with action rather than procrastination.”
By using a goal-oriented approach, her clients are presented with strategies for growth, preservation of assets, retirement income, and long-term care solutions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can't say enough about how well we were treated, and overall, what a wonderful experience it was...I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
Lonna B.
My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can’t say enough about how well we were treated, and overall, what a wonderful experience it was…I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online... and now it's completely done, money transferred and paid off the original loan!
David-L
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online… and now it’s completely done, money transferred and paid off the original loan!
My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan quickly and smoothly. Thank you Patelco!
Judy F.
My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan […]
Suzette W.
We just finished opening our second and third account here and couldn’t be more pleased with the service. (They) let us know about which accounts would yield us a better rate for what we were going to use our funds for…Told us we could call if we needed any of the other things we talked […]
After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest I was able to find!
Nelson P.
After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest […]
Patelco offers credit cards with competitive rates and no transfer fees, and debt consolidation loans to help you pay off your debt faster.
Get competitive rates on new or used auto loans or lower your car payments with car loan refinancing.
Watch your money grow with a savings account that matches your needs, including share certificates with higher interest rates.
Get the right checking account to manage your spending and say goodbye to fees with Patelco’s free checking account.
Learn about our investing and financial planning services and get help with investment strategies, college savings plans, estate planning and more.
Get a fixed or adjustable home loan with competitive rates, or use get a home equity line of credit to pay for a remodel or other big expense.
We're on your schedule, 24/71 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:
|
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.
Free WIFI
Coffee & Tea
Nearby Bus Stop
Nearby BART Stop
ATM
Financial Advisor
Wheelchair Accessible
Member Seating Area
