Get Personalized Financial Advice

Whether you’re looking to save money, create a budget, or reduce your debt, Patelco has personalized solutions for you.

Request financial guidance

There’s no better time than now to improve your financial wellbeing. Just fill out the form below to 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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BALANCE is also here to help

We have partnered with BALANCE, the leader in financial education and resources, to offer Patelco members these complimentary services:

  1. Financial toolkits
  2. Online chat with a certified BALANCE counselor
  3. Self-guided coaching
Get Started

Create a plan that helps you

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Create a Budget

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.

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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.

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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.

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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!

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.


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