Financial Advisory Services

Our CFS Financial Advisors1 will create a personalized investment strategy that aligns with your long-term goals.

Robo Advisor
Program

Fill out a short questionnaire, then our Robo Advisor2 will automatically build a diversified portfolio based on your goals and risk tolerance.

Self-Service Investments

Take the lead on your investments and trade stocks, bonds, and mutual funds with our eVision® 3 online trading service.

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Now is the time to invest in your future

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Free Financial Advisor4 consultation

We’ll discuss your situation and goals in detail, then create a customized investment strategy and retirement analysis.

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Three approaches to choose from

Work with one of our Financial Advisors, use our Robo Advisor Program to choose your investments, or invest on your own with the eVision® trading platform.

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Strategies that fit your goals

No matter what your goals are, we can provide personalized strategies, tools, and expertise to help you achieve more on your financial journey.

Planning for every stage of life

Rollover strategies, IRAs, 401(k) and 403(b) plans, retirement planning, trust and estate planning, annuities, and college savings plans.

A Certified Financial Specialist helps a Patelco member plan for the future.
Request Financial Advice
We offer complimentary one-on-one guidance from our Certified Financial Specialists

Frequently Asked Questions

1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

2 These materials have been independently produced by Patelco Financial Solutions, available through CFS, which is independent of, and has no affiliation with, Schwab Performance Technologies® ("SPT"), Charles Schwab & Co., Inc. ("CS&Co"), or any of their affiliates (together, "Schwab"). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like Patelco Financial Solutions, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. "Institutional Intelligent Portfolios" is a trademark of Charles Schwab & Co., Inc.

3 eVISION® is a registered trademark of CUSO Financial Services, L.P.(CFS).

4 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.