工作日 | 上午10点到下午5点 |
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星期六 | 关闭 |
玛格丽特Hughley
奥克兰分公司经理
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.
简·克鲁格,注册会计师®
财务顾问
CUSO Financial Services, L.P.1
CA保险许可证: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成员 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.”
通过使用目标导向的方法, her clients are presented with strategies for growth, 资产保全, 退休收入, 长期护理解决方案.
Certified Financial Planner Board of Standards Inc. 拥有CFP®认证标志, 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.
1 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.