Branch Hours (PT)
Weekdays | 10am - 5pm |
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Saturdays | Closed |
Our Services
- Free WIFI
- Coffee & Tea
- Nearby Bus Stop
- Nearby BART Stop
- ATM
- Financial Advisor
- Certified Financial Specialist
- Wheelchair Accessible
- Member Seating Area
Meet our team
Aaron Lima
San Francisco - Main Branch Manager
Erica Badger
Home Loan Consultant
NMLS ID: 1123078
With over 15 years of experience in the mortgage industry, Erica has the expertise to deliver outstanding service and advice. A mortgage is one of the most important financial choices you will ever make, and Erica wants to provide you with an educational and informative experience. She has a passion for helping others achieve their goals, and there is nothing more rewarding than assisting a member in buying or refinancing a home.
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.
Featured Products at Patelco San Francisco ‐ Downtown
Credit Cards & Personal Loans
Patelco offers credit cards with competitive rates and no transfer fees, and debt consolidation loans to help you pay off your debt faster.
Auto Loans
Get competitive rates on new or used auto loans or lower your car payments with car loan refinancing.
Savings & Certificates
Watch your money grow with a savings account that matches your needs, including share certificates with higher interest rates.
Checking Accounts
Get the right checking account to manage your spending and say goodbye to fees with Patelco’s free checking account.
Investments & Financial Planning
Learn about our investing and financial planning services and get help with investment strategies, college savings plans, estate planning and more.
Home Loans
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 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. Check the backgrounds of our investment professionals on FINRA’s BrokerCheck.