Pursue the retirement life you envision with our solutions
Tax advantages as you grow your retirement savings1
Customized IRA planning
Discuss your investment options with a complimentary consultation with a CFS Financial Advisor available through CUSO Financial Services, L.P. ("CFS")2
Supports deposit products
Choosing deposit products offers a guaranteed return on principal, federally insured up to $250,000
Flexible interest-earning account options
Competitive tiered rates with no-to-low minimum balance requirements
Get guidance on which investment solutions might best fit your retirement needs. Schedule a complimentary meeting with any of our experienced CUSO Financial Services, L.P. ("CFS") financial advisors.3 We’ll talk with you about your goals and interests, find out where you are financially, and get you started on a path that works for you.
Frequently Asked Questions
1 Consult tax advisor about IRA tax advantages.
2 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.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
3 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.