Let’s meet your financial goals together

Our Certified Financial Specialists are trained to help you wherever you are on the path to financial wellness

Discover the Patelco difference and how financial wellness is the heart of what we do. Wherever you are in your financial journey, Patelco is here for you. Our Certified Financial Specialists can help you achieve your financial goals.

Our team can help you:

Create a Budget

Creating a budget is more than just listing your bills. It starts with understanding your personal cash flow and prioritizing your expenses. Our team can help you know where your money is going instead of wondering where it went.


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 overwhelming and difficult to understand. Our team can help you understand the details of your credit report and what actions can be taken to level up before your next major purchase.

Pay off debt

The average American household has over $8k in credit card debt, and many don’t believe they will ever be debt free. Challenge accepted! Let us help you assess your current debt, create a debt payment plan, and identify your debt-free date so we can celebrate together!

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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Need investment advice?

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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