| 工作日 | 上午10点到下午6点 |
|---|---|
| 星期六 | 上午10点到下午2点 |
罗伯特·冈萨雷斯
圣何塞东分公司经理
Linda has more than 21 years of experience in the financial industry and is passionate about helping others achieve financial wellness. 作为您的住房贷款顾问, 她会花时间和你讨论你的目标, and offer guidance and recommendations on the best and most affordable option for your long-term plans.
Whether you are looking for your first home, 需要缩小规模, or want to ways to save on an existing mortgage, 琳达有专业知识, 知识, 耐心会指引你到达那里.
摩尼Budwal
财务顾问
CUSO Financial Services, L.P.1
CA保险许可证:0K91624
摩尼Budwal brings a breadth of experience to investments and financial planning. His diverse background and training enables him to help clients pursue their long and short-term financial goals through comprehensive, 个性化理财规划.
“I’m a big believer in awareness and education. I find that Patelco成员 often times don’t know about the kind of solutions that are available for them to help achieve their goals. It brings me a lot of happiness to financially educate our members and know that I have impacted them and their family’s lives for the better.”
Mani believes that a client-focused approach to financial planning helps to ensure that recommended solutions encompass each client’s goals, 时间范围和风险承受能力. He specializes in investment analysis and works closely with his clients to develop a customized financial strategy that they are comfortable embracing.
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 […]
1 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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