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> Calendar
> Seminar Schedule > Today's Rates > Web Tip > PC-24 Tip > Vital Statistics > Contact Us |
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Jan Russell is a Registered Representative and Investment Advisor in California through CUSO Financial Services, L.P. (CFS), Patelco's broker dealer. She's also a certified Retirement Planning Specialist and a licensed California Life Agent.
 Jan enjoys working with Patelco members because she's able to offer the same personal touch they've come to expect in other areas of their banking experience. In addition, because of Patelco's size there are many other benefits available to members, such as a wide selection of financial products and services and group rates on insurance. To schedule a complimentary consultation with Jan in Brentwood, Concord, Oakland, or Walnut Creek, call 925.603.7570 or email her. If you'd like a consultation in a branch outside of these areas, contact the advisor closest to you. * Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not insured by American Share Insurance (ASI) (the Credit Union's private share insurer), are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Patelco Credit Union and registered through CFS. Patelco Credit Union is in partnership with CFS. Member NASD/SIPC.  
NEW The Ins, Outs and Alternatives for Long Term Care Wednesday, November 9 12:00 pm - 1:00 pm, SF Main branch 6:00 pm - 7:00 pm, Citrus Heights branch The Fundamentals of Basic Investing Tuesday, December 6 12:00 pm - 1:00 pm San Ramon - Bishop Ranch NOTE: SBC Employees Only The Truth about Estate Planning and Living Trusts* Wednesday, December 7 12:00 pm - 1:00 pm SF - Main Branch Are you interested in learning more about a particular topic? We're always looking for ways to give you the information you need to get to the next stage of your financial life. Email Sharon Tallon with suggestions. Patelco seminars are complimentary and open to the public. Pre-registration is required. Call 415.281.2544 or pre-register online at least 48 hours in advance. Patelco reserves the right to cancel seminars due to low enrollment and may limit class size. Enrollment will be accepted on a first-call, first-served basis. * For specific tax advice, please consult a qualified tax professional. |
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Patelco Credit Union is privately insured by American Share Insurance up to $250,000 per account. This institution is not federally insured, and if the institution fails, the federal government does not guarantee that depositors will get back their money. Accounts with this institution are not insured by any state government. |
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Union. All rights reserved. Privacy Policy.
156 Second Street, San Francisco, CA 94105 |
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