| Need help preserving, protecting, and growing your assets? Enlist one of our Financial Advisors, available through CUSO Financial Services, L.P. (CFS), our broker/dealer.
They can help you understand the myriad of investment and insurance options and assist in mapping out a strategy that fits your short- and long-term needs. Schedule a free, no-obligation portfolio review with an advisor today. | Financial Advisor | Areas Served | | Dennis Brajkovich | Novato, Rohnert Park, Santa
Rosa, Windsor | | Darryl Hall | Sacramento | | Jane Krueger | San Francisco | | Janice Russell | Concord, Walnut Creek | | Jay Long | San Ramon | | Jo Laurie Schmeltzer | Redwood City, San Mateo | | Shuyi Kong | Daly City, San Francisco Noriega and San Francisco Geary Branches | | Kiyoshi Williamson | Fairfield, Pinole, Oakland Branches | | Bob O'Connor | Pleasanton, Brentwood, Livermore | | Philip Catalan | Fremont, Hayward, San Leandro |
CFS Account Login
If you have a CFS brokerage account through a financial advisor at Patelco , you can log in to your account. To conduct transactions or make changes, contact your financial advisor.
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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