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.
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 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
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.
