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2600 Camino Ramon #4CS065
San Ramon, CA 94583
Phone: 925.830.9434
Cell: 925.872.2562
jlong@patelco.org
Serving:
San Ramon |
Joseph 'Jay' Long is a licensed California Life Agent #OE85709 and Financial Advisor (series 7, 24, 63, 65), through the services of CUSO Financial Services (CFS), the broker-dealer. Jay meets with a wide variety of members; singles, couples, retirees (or soon to be), and business owners to get an understanding of their needs and goals. Jay utilizes over twenty years experience in the financial industry and 'life' experiences to help our members design a strategy that is tailored to their goals and aspirations.
As a professional, he continually seeks to educate himself so that he is better able to help his clients on the topics of retirement planning, wealth transfer, saving for college, and personal investments and insurance. He is also certified by the State of California for Qualified Long-Term Care Insurance.
Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not Credit Union guaranteed and may lose value. Financial Advisors are employees of Patelco Credit Union and are registered through CFS. Patelco Credit Union is in partnership with CFS. Member FINRA/SIPC. |
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