工作日 | 上午10点到下午5点 |
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星期六 | 上午10点到下午2点 |
Deisherey奥尔特加
核桃溪分公司经理
Trust and communication are the qualities most important to Fred as a 置业贷款顾问. 和弗雷德一起工作时, you can count on getting the home loan that best fits your financial position. Fred knows Patelco has done a good job when a member makes a financial decision that’s in their best interest.
杰长
财务顾问
CUSO Financial Services, L.P.1
CA保险许可证:0E85709
作为一个经验丰富的专业人士, 杰长 is keenly aware that timing and a hands-on approach to investing is essential in today’s world of investments. 拥有近30年的从业经验, Jay provides a comprehensive perspective to manage a client’s financial plans across both up and down markets. He enjoys helping them understand and plan their personal road to retirement and beyond – to the years during retirement.
“I’m honored to be here to help Patelco成员 find the answers they need to plan for and enjoy their retirement years.”
Over the last three decades, Jay has earned the confidence and admiration from countless clients. He understands that everyone’s risk tolerances and investment goals are unique. Employing an informed and time-tested perspective for every client relationship, Jay educates families and individuals to help them chart a path toward success.
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) 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. 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.