| 工作日 | 上午10点到下午5点 |
|---|---|
| 星期六 | 上午10点到下午2点 |
凯文·黄
旧金山-日落分公司经理
何塞·安东尼奥·加西亚
置业贷款顾问
NMLS id: 453338
A mortgage is one of the most important financial choices you will ever make. As a 置业贷款顾问 at Patelco with 20 years of experience, Jose remains dedicated to helping you achieve your goals – not just finish your loan transaction. Maintaining integrity and building relationships are the core of Jose’s work, and he can help customize a home loan financing solution just for you.
南希·马丁内斯
财务顾问
CUSO Financial Services, L.P.1
CA保险许可证:0H51392
作为中心的财务顾问, 南希·马丁内斯 is passionate about helping clients and their families achieve their financial goals. She starts each relationship with an in-depth client profile meeting, reviewing current savings and investment plans, as well as gaining a solid understanding of their long- and short-term financial objectives. Nancy uses that information to craft a detailed financial strategy.
“Patelco成员 appreciate that I’m here to guide them through the financial planning process. When I can help them build a plan they can commit to and understand, 我知道我已经尽了他们顾问的职责. That’s when we become partners in the process.”
Because every client has different financial needs, Nancy is proud to provide the skill and knowledge necessary to plan toward their future, including educating clients about the many investment options available today. She’s dedicated to working with clients to build a comfortable, customized plan that provides a solid financial solution.
My daughter and I opened an account with 帕特尔科信用合作社 on Clay Street (Oakland) earlier this week. I can't say enough about how well we were treated, 和整体, what a wonderful experience it was...I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
Lonna B.
My daughter and I opened an account with 帕特尔科信用合作社 on Clay Street (Oakland) earlier this week. I can’t say enough about how well we were treated, 和整体, what a wonderful experience it was…I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. 从我第一个询问电话开始, to signing the papers online... and now it's completely done, money transferred and paid off the original loan!
David-L
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. 从我第一个询问电话开始, to signing the papers online… and now it’s completely done, money transferred and paid off the original loan!
My family and I have all been members of 帕特尔科信用合作社 for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan quickly and smoothly. 谢谢你，帕特尔科!
朱迪F.
My family and I have all been members of 帕特尔科信用合作社 for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan […]
苏泽特W.
We just finished opening our second and third account here and couldn’t be more pleased with the service. (They) let us know about which accounts would yield us a better rate for what we were going to use our funds for…Told us we could call if we needed any of the other things we talked […]
看了所有正面的评论之后, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest I was able to find!
纳尔逊P.
看了所有正面的评论之后, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest […]
我们按你的日程安排，24/71 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member 美国金融业监管局, SIPC)和美国证券交易委员会注册投资顾问. 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. 帕特尔科信用合作社 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 美国金融业监管局的BrokerCheck.
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