Weekdays | 10am - 5pm |
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Saturdays | Closed |
Jacqueline Jordan
Oakland City Center Branch Manager
Brandon has 11 years of experience in the financial service industry. He sees mortgages as a unique way to build relationships through helping members achieve their home financing goals. Brandon’s hands-on approach enables him to tailor a home financing solution to match your specific needs. Many loan officers can help you get a loan – Brandon’s mission is to make sure you get the right one.
Jane Krueger, CFP®
Financial Advisor
CUSO Financial Services, L.P.1
CA Insurance License: 0C14959
Confidence is vital when helping someone with their financial goals. Jane Krueger, a CERTIFIED FINANCIAL PLANNER™, understands and respects that need. She has been advising clients on their investment and retirement needs for over two decades. Jane specializes in the analysis of client portfolios, giving an honest and unbiased evaluation of every situation – creating a customized retirement plan for clients to implement.
“Patelco members want to know how to reach their goals. Then they want someone to help them take action. I’m here to help change lives with action rather than procrastination.”
By using a goal-oriented approach, her clients are presented with strategies for growth, preservation of assets, retirement income, and long-term care solutions.
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.
Patelco offers credit cards with competitive rates and no transfer fees, and debt consolidation loans to help you pay off your debt faster.
Get competitive rates on new or used auto loans or lower your car payments with car loan refinancing.
Watch your money grow with a savings account that matches your needs, including share certificates with higher interest rates.
Get the right checking account to manage your spending and say goodbye to fees with Patelco’s free checking account.
Learn about our investing and financial planning services and get help with investment strategies, college savings plans, estate planning and more.
Get a fixed or adjustable home loan with competitive rates, or use get a home equity line of credit to pay for a remodel or other big expense.
1 APR (Annual Percentage Rate). New Auto rates starting at 6.39% APR effective 10/23/2024; subject to change without notice. Patelco offers a range of base rates and discounts that depend on factors such as credit history, loan term, Patelco account relationship, vehicle mileage, amount financed and vehicle age. Additional discounts may apply. Actual rates are disclosed to approved applicants in writing prior to loan consummation and may be as high as 17.99% APR. To learn more about rates, terms, and exclusive discounts for members, such as Commitment Household, call 800.358.8228 or visit any Patelco branch. New Auto loan payment example: $23.68 per month per $1000 borrowed at 6.29% APR for 48 months.
2 APY=Annual Percentage Yield. Rates are effective as of 08/01/2024 and are subject to change before or after account opening without notice. Rates vary by tier and apply to the full balance. The following variable interest rates will apply to your account balance: 4.50% APY on balances of $250,000.00 or greater, 4.00% APY on balances between $100,000.00 and $249,999.99, 3.51% APY on balances between $50,000.00 and $99,999.99, 3.00% APY on balances up to $49,999.99. In order to attain high interest rates, the account must meet the eligibility requirements, that is a Patelco checking account (opened under the same Member Number) with a total monthly deposit of $500 or more. If the account fails to meet eligibility, the lower interest rate of 0.05% will be defaulted for that month. Qualifying deposit transactions include: Payroll direct deposits, Social Security (or other government benefit) direct deposits, ACH transfers, Zelle®, Venmo, PayPal or other similar deposits, cash deposits, check deposits (except checks written from another Patelco account), wire transfers, multiple deposits (of the types listed above) that add up to at least $500 in a calendar month. Qualifying deposit transactions do not include Patelco account to Patelco account transfers, chargebacks, or promotional incentive payments from Patelco.