Weekdays | 10am - 5pm |
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Saturdays | Closed |
Annette Bermudez
Danville Branch Manager
Gloria Melendez proudly serves the East Bay, Tri-Valley community and helps members fulfill their personal needs. With more than 15 years of mortgage lending and banking experience, she takes pride in her holistic approach to helping others. Gloria prefers to build long-lasting relationships by understanding the member’s situation and providing solutions to create a positive home loan experience. She is fluent in Spanish and enjoys simplifying and explaining the process of buying or refinancing a home, by answering all questions and ensuring all parties are comfortable every step of the way.
John Borbon
Financial Advisor
CUSO Financial Services, L.P.1
CA Insurance License: 0J14617
John Borbon builds life-long relationships with his clients in order to deliver a full-service customer experience — combining personal attention, financial planning, and retirement advice.
“I strive to help each of my clients plan for their financial future through comprehensive analysis with their goals in mind. My passion is for educating clients about investing and retirement planning and ultimately making a difference in their lives.”
John firmly believes each investor is unique, and investing is very personal. With the highest level of professional integrity, John recommends tailor-made strategies based on each client’s individual situation to help them reach their financial goals.
1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA, 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. Patelco Credit Union 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 FINRA’s BrokerCheck.
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