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 As one of Patelco's Financial Advisors, Nayan can meet with you for a no-obligation portfolio review to help you determine your short-and long-term needs. Then he'll guide you through an array of investment options to help you meet your financial goals. To schedule a complimentary consultation with Nayan in Hayward, Livermore, Pleasanton, San Leandro, or San Ramon, call 925.830.9434 or send him an email. 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. 
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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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156 Second Street, San Francisco, CA 94105 |
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