At Patelco, we put your personal financial well-being first—for members and non-members alike. That’s why we offer complimentary one-on-one guidance from our Certified Financial Specialists to everyone in our community. We’re here to provide personalized strategies, tools and expertise to help you achieve more no matter where you are on your financial journey.

Create a plan that helps you:

Create a Budget

Giving every dollar intention, a budget is not just a list of bills but a strategy to achieve your financial goals. Your financial specialist can help you create a personalized strategy so you can feel in control of your money and track your progress.

Save

Whether you’re saving for retirement, a down payment on a home, or for emergencies, our team is here to help. We’ll start by understanding your short-term and long-term goals and help create the right plan for you.

Monitor & Repair Credit

Credit reports and credit scores can be difficult to understand. Your financial specialist can help you understand the details of your credit report and what actions can be taken to level up your credit before your next major purchase.

Pay Off Debt

Paying off credit card and loan debt can feel overwhelming. Your financial specialist can assess your current debt, create a debt payment plan, and identify your debt-free date. Together, we can do this!

There’s no better time than now to improve your financial wellbeing. Just fill out the form below to speak to one of our Certified Financial Specialists today!

 

Request financial guidance

Connect with one of our Certified Financial Specialists and let us know how we can help.
For your protection, please do not include any confidential information such as account numbers, passwords, login information, or Social Security number in this message. We'll respond within three business days. If you need more immediate help, call us at 800.358.8228.
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¹ Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. 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. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Need investment advice?¹

Our Certified Financial Specialists are not licensed investment professionals. If you want to talk about investing, we have you covered. Connect with one of our CUSO Financial Services, L.P. Financial Advisors located right here in the Bay Area.

Financial Advisor Services

Need account and/or loan assistance?

For general inquiries or assistance with your existing Patelco products and services:

We're available by phone 7:30am - 7pm weekdays and 9am - 2pm Saturdays. (International card assistance is available 24/7.)

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