工作日 | 上午10点到下午5点 |
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星期六 | 关闭 |
安娜Macias
福尔松分公司经理
Gegham brings nearly two decades of experience in banking and financial services. He started his career at Bank of America as a teller and quickly expanded his skillset into home lending. One of his favorite parts of his job is helping guide and educate his clients, 尤其是新房主, with their financial needs and questions. He is patient and takes his time explaining all the various lending options and products available, and his goal is for his clients to feel comfortable working together, so they find it easy to make an informed decision when purchasing or refinancing their home. He enjoys fishing, listening to music and is also fluent in Armenian.
Darryl Hall, CRPC®
财务顾问
CUSO Financial Services, L.P.1
CA保险许可证:0D10437
Darryl Hall, Chartered 退休计划 CounselorSM, believes that setting and achieving goals is not about luck, it’s about seeking experienced investment advice, 建立信心, 制定策略, 依靠团队合作. By using a pragmatic and practical approach, he helps his clients achieve that balance – providing an educational viewpoint.
“It’s important to personalize strategies and ensure follow-through to meet each client’s unique needs. 自2000年以来, I’ve had the opportunity to analyze and review client assets, 提供全面的建议, 并提供有价值的第二意见.”
Darryl customizes investment plans for his clients. He has the experience and knowledge level necessary to help clients in the accumulation phase and retirement income phase. He also specializes in tax-advantaged investing, estate planning, and leaving a legacy.
1 APY=年收益率百分比. 利率 are effective as of 12/01/2023 and are subject to change before or after account opening without notice. 利率 vary by tier and apply to the full balance.
The following variable interest rates will apply to your account balance: 4.25万美元余额50%的年利率.00或更大,4.余额在10万美元之间,年利率为00%.00美元和249999美元.99, 3.存款余额在5万美元之间,年利率为51%.00美元和99999美元.99, 3.余额的年利率为00%,最高可达49,999美元.99.
In order to attain higher interest rates the account must meet the eligibility requirements, that is a Patelco checking account (opened under the same Member Number). If the account fails to meet eligibility, the lower interest rate of 0.05%将在当月违约.