| 工作日 | 上午10点到下午5点 |
|---|---|
| 星期六 | 关闭 |
杰森·菲利普斯
旧金山——总店经理
何塞·安东尼奥·加西亚
置业贷款顾问
NMLS id: 453338
A mortgage is one of the most important financial choices you will ever make. As a 置业贷款顾问 at Patelco with 20 years of experience, Jose remains dedicated to helping you achieve your goals – not just finish your loan transaction. Maintaining integrity and building relationships are the core of Jose’s work, and he can help customize a home loan financing solution just for you.
简·克鲁格，注册会计师®
财务顾问
CUSO Financial Services, L.P.1
CA保险许可证: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成员 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.”
通过使用目标导向的方法, her clients are presented with strategies for growth, 资产保全, 退休收入, 长期护理解决方案.
Certified Financial Planner Board of Standards Inc. 拥有CFP®认证标志, 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 帕特尔科信用合作社 on Clay Street (Oakland) earlier this week. I can't say enough about how well we were treated, 和整体, 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 帕特尔科信用合作社 on Clay Street (Oakland) earlier this week. I can’t say enough about how well we were treated, 和整体, 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. 从我第一个询问电话开始, 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. 从我第一个询问电话开始, 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 帕特尔科信用合作社 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. 谢谢你，帕特尔科!
朱迪F.
My family and I have all been members of 帕特尔科信用合作社 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 […]
苏泽特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 […]
看了所有正面的评论之后, 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!
纳尔逊P.
看了所有正面的评论之后, 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 […]
我们按你的日程安排，24/71 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member 美国金融业监管局, SIPC)和美国证券交易委员会注册投资顾问. 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. 帕特尔科信用合作社 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 美国金融业监管局的BrokerCheck.
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咖啡 & 茶
附近巴士站
附近BART站
自动取款机
财务顾问
轮椅升降
会员休息区
