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 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.