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投资

Invest in your future to help you get where you’re going.

财务谘询服务

我们的CFS财务顾问1 will create a personalized investment strategy that aligns with your long-term goals.

无袖长衫顾问
程序

Fill out a short questionnaire, then our 无袖长衫顾问2 will automatically build a diversified portfolio based on your goals and risk tolerance.

自助服务的投资

Take the lead on your investments and trade stocks, bonds, and mutual funds with our eVision® 3 网上交易服务.

遗产规划服务

Everyone needs an estate plan, regardless of age, assets, or stage of life. 这就是我们与Trust合作的原因 & Will to offer our members 25% off the estate plan of their choice.

现在是时候投资你的未来了

免费财务顾问4 咨询

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

有三种方法可供选择

与我们的财务顾问合作, use our 无袖长衫顾问 程序 to choose your investments, 或者你自己用vision投资® 电子交易平台.

符合你目标的策略

不管你的目标是什么, 我们可以提供个性化的策略, 工具, and expertise to help you achieve more on your financial journey.

为人生的每个阶段做计划

展期的策略, ira, 401(k)和403(b)计划, 退休计划, 信托及遗产规划, 年金, 大学储蓄计划.

请求财务建议
We offer complimentary one-on-one guidance from our Certified Financial Specialists
开始 请求财务建议

常见问题

  • Patelco provides multiple investment options to choose from. 保持联系 with one of our CFS Financial Advisors to find the right fit.

    Our Financial Advisors will provide you with a complimentary financial 咨询 and can create a customized investment strategy with retirement analysis. We’re committed to keeping our members on the path to financial wellbeing.

    A Financial Advisor consults with you about your goals, 创建一个定制的投资计划, and then actively manages your investments for you. A Financial Advisor has access to more investment options, and they often offer guidance around estate planning, 税, 和保险. Working with a Financial Advisor generally requires reserves (savings) and a higher minimum investment amount.

    A robo advisor uses algorithms to choose your investments for you, 然后监控, 调整, and rebalances your investments automatically. 机器人顾问的费用通常较低, choose from a more limited selection of investment options, and require a smaller minimum initial investment.

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 信贷 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, 透过中心提供, 它独立于, 与…没有任何关系, 嘉信理财绩效技术® (“SPT”),嘉信理财 & Co.公司. (“CS&Co”), or any of their affiliates (together, “Schwab”). 嘉信理财没有创造, 提供, 许可, 支持, 或者批准这些材料, nor has Schwab independently verified any of the information in them. 机构智能投资组合® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like Patelco Financial Solutions, 不是施瓦布, 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. “机构智能投资组合” is a trademark of Charles Schwab & Co.公司.

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

4 Financial Advisors are registered to conduct securities business and 许可 to conduct insurance business in limited states. 应对, 或与…接触, residents of other states will be made only upon compliance with applicable licensing and registration requirements. 本网站的资料只供美国政府使用.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.

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