Invest in your future to help you get where you’re going.
我们的CFS财务顾问1 will create a personalized investment strategy that aligns with your long-term goals.
Fill out a short questionnaire, then our 无袖长衫顾问2 will automatically build a diversified portfolio based on your goals and risk tolerance.
Take the lead on your investments and trade stocks, bonds, and mutual funds with our eVision® 3 网上交易服务.
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, use our 无袖长衫顾问 程序 to choose your investments, or invest on your own with the eVision® 电子交易平台.
不管你的目标是什么, we can provide personalized strategies, 工具, and expertise to help you achieve more on your financial journey.
展期的策略, ira, 401(k)和403(b)计划, 退休计划, 信托及遗产规划, 年金, 大学储蓄计划.
Patelco provides multiple investment options to choose from. 保持联系 with one of our CFS Financial Advisors to find the right fit.
Our Financial Advisors will provide you with a complimentary financial 咨询 and can create a customized investment strategy with retirement analysis. We’re committed to keeping our members on the path to financial wellbeing.
A Financial Advisor consults with you about your goals, creates a customized investment plan, and then actively manages your investments for you. A Financial Advisor has access to more investment options, and they often offer guidance around estate planning, 税, 和保险. Working with a Financial Advisor generally requires reserves (savings) and a higher minimum investment amount.
A robo advisor uses algorithms to choose your investments for you, 然后监控, 调整, and rebalances your investments automatically. Robo advisors generally have lower fees, choose from a more limited selection of investment options, and require a smaller minimum initial investment.
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 信贷 Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
2 These materials have been independently produced by Patelco Financial Solutions, 透过中心提供, 它独立于, 与…没有任何关系, Schwab Performance Technologies® (“SPT”)，嘉信理财 & Co.公司. (“CS&Co”), or any of their affiliates (together, “Schwab”). 嘉信理财没有创造, 提供, 许可, 支持, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like Patelco Financial Solutions, 不是施瓦布, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co.公司.
3 印威世® is a registered trademark of CUSO Financial Services, L.P.(CFS).
4 Financial Advisors are registered to conduct securities business and 许可 to conduct insurance business in limited states. 应对, 或与…接触, 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.