Invest in your future to help you get where you’re going.
We’ll discuss your situation and goals in detail, then create a customized investment strategy and retirement analysis.
Work with one of our Financial Advisors, use our 无袖长衫顾问 程序 to choose your investments, or invest on your own with the eVision® 电子交易平台.
No matter what your goals are, we can provide personalized strategies, 工具, and expertise to help you achieve more on your financial journey.
展期的策略, ira, 401(k)和403(b)计划, 退休计划, trust and estate planning, 年金, and college savings plans.
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, creates a customized investment plan, 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. Robo advisors generally have lower fees, choose from a more limited selection of investment options, and require a smaller minimum initial investment.
