工作日 | 上午10点到下午6点 |
---|---|
星期六 | 上午10点到下午2点 |
托尼Roldan称
戴利市分公司经理
Cecelia is powering home ownership dreams, one home at a time.
在Patelco工作了30多年, 她是一位专业的住房贷款顾问, specializing in turning aspirations into realities. She helps members navigate the complex landscape of mortgage financing with expertise and care.
Her personalized guidance is tailored to each client’s unique needs and financial goals whether refinancing or purchasing. She strives to make the home buying journey smooth and rewarding. Unlock your door to your new beginning with Cecilia.
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.
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.