{"id":5599,"date":"2025-02-14T13:57:55","date_gmt":"2025-02-14T18:57:55","guid":{"rendered":"https:\/\/www.patriotfcu.org\/?page_id=5599"},"modified":"2025-03-20T11:36:24","modified_gmt":"2025-03-20T15:36:24","slug":"servicios-de-inversion","status":"publish","type":"page","link":"https:\/\/www.patriotfcu.org\/es\/servicios-de-inversion\/","title":{"rendered":"Servicios de inversi\u00f3n"},"content":{"rendered":"<div class=\"co-flex_row co-flex_row__light co-flex_row__page-hero\" >\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<header class=\"co-page_hero light co-page_hero__has_image\" aria-label=\"Encabezado: Servicios de inversi\u00f3n\">\n\t\t<div class=\"co-page_hero--inner\">\n\t\t\t<div class=\"prow gap:5 items-center\">\n\t\t\t\t\t\t\t\t\t<div class=\"co-page_hero--img_wrap pcol-lg:5\">\n\t\t\t\t\t\t<div class=\"co-page_hero--wrapper\"><svg class=\"co-mask_image\" width=\"100%\" height=\"100%\" viewbox=\"0 0 800 800\" baseprofile=\"full\" version=\"1.2\"><defs><mask id=\"mask_69ec747872626\" maskunits=\"userSpaceOnUse\" maskcontentunits=\"userSpaceOnUse\" transform=\"scale(1)\"><image width=\"100%\" height=\"800\" xlink:href=\"https:\/\/www.patriotfcu.org\/wp-content\/themes\/patriotfcu-theme\/images\/hero_shape.svg\" alt=\"Image Mask Top Left\" \/><\/mask><\/defs><image class=\"image\" id=\"image_69ec74787269c\" mask=\"url(#mask_69ec747872626)\" width=\"100%\" height=\"800\" y=\"0\" x=\"0\" xlink:href=\"https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Hero-Recovered-33.jpg\" alt=\"couple with their financial advisor\" \/><\/svg><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"co-page_hero--text pcol-lg:7\">\n\t\t\t\t\t\t\t\t\t\t<h1 class=\"co-page_hero--title\">\n\t\t\t\t\t\tServicios de inversi\u00f3n\t\t\t\t\t<\/h1>\n\t\t\t\t\t<p class=\"co-page_hero--tagline\">Tu futuro acaba de volverse m\u00e1s brillante. <\/p>\t\t\t\t\t\t<div class=\"co-page_hero--buttons\">\n\t\t\t\t\t\t\t<a data-trigger-id=\"5642\" class=\"modal-trigger co-page_hero--button\" href=\"#\">Solicitar una consulta<\/a>\t<div class=\"co-overlay with-sidebar\" data-trigger-id=\"5642\">\n\t\t<div class=\"co-overlay--inner\">\n\t\t\t<div class=\"co-overlay--content text-component\">\n\t\t\t\t<div class=\"co-overlay--content_inner\">\n\t\t\t\t\t<h2 class=\"co-overlay--title\">Solicitar una consulta\n\t\t\t\t\t\t\t<svg class=\"heading_shape\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"238.55799865722656\" height=\"14.876999855041504\" viewbox=\"0 0 238.558 14.877\">\n\t\t\t\t\t\t\t\t<path id=\"Path_16614\" data-name=\"Path 16614\" d=\"M5118.863,2995.027c15.19-6.542,69.982-8.38,118.5-2.822s90.372,10.077,113.638,2.822\" transform=\"translate(-5115.578 -2986.393)\" fill=\"none\" stroke=\"#ce1126\" stroke-linecap=\"round\" stroke-width=\"5\" class=\"title-shape\"><\/path>\n\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t<\/h2><p>Por favor elija uno de los siguientes asesores:<\/p>\n\t\t\t\t\t\t<div class=\"co-overlay--cta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"co-overlay--cta__block\">\n\t\t\t\t\t\t\t\t\t<a class=\"co-overlay--cta_button\" href=\"https:\/\/www.ameripriseadvisors.com\/alex.bacay\/\"  >Alex Bacay<\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"co-overlay--cta__block\">\n\t\t\t\t\t\t\t\t\t<a class=\"co-overlay--cta_button\" href=\"https:\/\/www.ameripriseadvisors.com\/eric.morrow\/\"  >Eric Morrow<\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"co-overlay--sidebar text-component\">\n\t\t\t\t\t<h2>\u00bfPreguntas?<\/h2>\n<p>Habla con uno de nuestros asesores<\/p>\n<p>Llama a Alex Bacay:<\/p>\n<p><a href=\"tel: 17177094991\">717-709-4991<\/a><\/p>\n<p>Llamar a Eric Morrow:<\/p>\n<p><a href=\"tel: 17177092577\">717-709-2577<\/a><\/p>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<a class=\"co-page_hero--link\" href=\"https:\/\/www.patriotfcu.org\/es\/abrir-una-cuenta\/\"  >\u00bfNo eres miembro todav\u00eda? \u00a1Empiece!<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/header>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"co-flex_row co-flex_row__white co-flex_row__page-intro\" >\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<div class=\"co-page_intro\">\n\t\t<h2 class=\"co-page_intro--title\">Servicios de inversi\u00f3n Patriot\n\t\t\t\t<svg class=\"heading_shape\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"238.55799865722656\" height=\"14.876999855041504\" viewbox=\"0 0 238.558 14.877\">\n\t\t\t\t\t<path id=\"Path_16614\" data-name=\"Path 16614\" d=\"M5118.863,2995.027c15.19-6.542,69.982-8.38,118.5-2.822s90.372,10.077,113.638,2.822\" transform=\"translate(-5115.578 -2986.393)\" fill=\"none\" stroke=\"#ce1126\" stroke-linecap=\"round\" stroke-width=\"5\" class=\"title-shape\"><\/path>\n\t\t\t\t<\/svg><\/h2><div class=\"co-page_intro--desc\"><p>Patriot ofrece un programa de servicios de inversi\u00f3n a trav\u00e9s de Ameriprise Financial Institutions Group, un canal de Ameriprise Financial Services, LLC. A trav\u00e9s de una planificaci\u00f3n financiera en el lugar, amplias soluciones de inversi\u00f3n y c\u00f3modas capacidades digitales, se asocian con nosotros para ayudarlo a alcanzar sus objetivos financieros.<\/p>\n<\/div>\t<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"co-flex_row co-flex_row__sticky-nav\" >\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<div class=\"co-sticky_nav_wrap is-active\" id=\"js-sticky_nav_wrap\">\n\t\t<nav\n\t\t\tclass=\"co-sticky_nav\"\n\t\t\tid=\"js-sticky_nav\"\n\t\t\taria-label=\"en la navegaci\u00f3n de anclaje de p\u00e1gina\"\n\t\t>\n\t\t\t<div class=\"co-sticky_nav--mobile\">\n\t\t\t\t<button\n\t\t\t\t\tclass=\"co-sticky_nav--toggle\"\n\t\t\t\t\tid=\"js-sticky_nav_toggle\"\n\t\t\t\t\taria-label=\"Abrir y cerrar men\u00fa de p\u00e1gina\"\n\t\t\t\t>Men\u00fa de p\u00e1gina<\/button>\n\t\t\t<\/div>\n\t\t\t<div\n\t\t\t\tclass=\"co-sticky_nav--row co-row\"\n\t\t\t\tid=\"js-sticky_nav_links\"\n\t\t\t>\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#services\"\n\t\t\t\t\t\tclass=\"co-sticky_nav--link\t\t\t\t\t\t\tjs-sticky_nav_item\"\n\t\t\t\t\t\taria-label=\"Servicios\"\t\t\t\t\t>\n\t\t\t\t\t\tServicios\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#advisors\"\n\t\t\t\t\t\tclass=\"co-sticky_nav--link\t\t\t\t\t\t\tjs-sticky_nav_item\"\n\t\t\t\t\t\taria-label=\"Asesores financieros\"\t\t\t\t\t>\n\t\t\t\t\t\tAsesores financieros\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#process\"\n\t\t\t\t\t\tclass=\"co-sticky_nav--link\t\t\t\t\t\t\tjs-sticky_nav_item\"\n\t\t\t\t\t\taria-label=\"C\u00f3mo Funciona\"\t\t\t\t\t>\n\t\t\t\t\t\tC\u00f3mo Funciona\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/nav>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"co-flex_row co-flex_row__white co-flex_row__long-form-text\" id=\"services\">\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<div class=\"co-long_form\">\n\t\t\t<header class=\"co-intro_text\">\n\t\t<h2 class=\"co-intro_text--title\">\u00bfPor qu\u00e9 trabajar con un asesor financiero?\n\t\t\t\t<svg class=\"heading_shape\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"238.55799865722656\" height=\"14.876999855041504\" viewbox=\"0 0 238.558 14.877\">\n\t\t\t\t\t<path id=\"Path_16614\" data-name=\"Path 16614\" d=\"M5118.863,2995.027c15.19-6.542,69.982-8.38,118.5-2.822s90.372,10.077,113.638,2.822\" transform=\"translate(-5115.578 -2986.393)\" fill=\"none\" stroke=\"#ce1126\" stroke-linecap=\"round\" stroke-width=\"5\" class=\"title-shape\"><\/path>\n\t\t\t\t<\/svg>\n\t\t\t<\/h2><div class=\"co-intro_text--intro\"><p>Trabajas duro para ganar lo que ganas. Aseg\u00farate de que tus ahorros e inversiones te est\u00e9n preparando para el futuro que deseas. A trav\u00e9s de una relaci\u00f3n de colaboraci\u00f3n continua con un asesor financiero, adem\u00e1s de un acceso seguro en cualquier momento a tus cuentas en l\u00ednea, puedes hacer un seguimiento de tu progreso hacia tus objetivos y recibir asesoramiento oportuno cuando lo necesites.<\/p>\n<\/div>\t<\/header>\n\t\t\t<div class=\"co-long_form--block co-long_form--block__nomedia prow items-start justify-center\">\n\t\t\t\t<div class=\"co-long_form--text pcol-md:8\">\n\t\t\t\t\t<div class=\"co-long_form--content\"><h3 class=\"co-long_form--headline\" style=\"text-align: left;\">Un enfoque integral<\/h3>\n<p style=\"text-align: left;\">Juntos, usted y su asesor financiero evaluar\u00e1n su situaci\u00f3n financiera actual. A partir de all\u00ed, su asesor financiero trabajar\u00e1 con usted para abordar las necesidades clave, considerar estrategias impositivas y encontrar formas de ayudar a llenar los vac\u00edos que podr\u00edan impedirle alcanzar el estilo de vida que desea. A trav\u00e9s del asesoramiento financiero personalizado, su asesor financiero lo ayudar\u00e1 a priorizar lo que es importante hoy, mientras planifica un futuro financiero seguro.<\/p>\n<h3 class=\"co-long_form--headline\" style=\"text-align: left;\">Soluciones y asesoramiento alineados a ti<\/h3>\n<p style=\"text-align: left;\">A trav\u00e9s de Ameriprise Financial, tendr\u00e1 acceso a una amplia gama de asesoramiento, desde recomendaciones de inversi\u00f3n personalizadas y estrategias de asignaci\u00f3n de activos hasta una planificaci\u00f3n financiera integral que cubre aspectos clave de su vida financiera, para ayudarlo a alcanzar sus objetivos. Adem\u00e1s, su asesor financiero puede brindarle acceso a un amplio conjunto de soluciones para satisfacer sus necesidades espec\u00edficas, incluidas inversiones, seguros y rentas vitalicias, y mucho m\u00e1s.<\/p>\n<h3 class=\"co-long_form--headline\" style=\"text-align: left;\">Productos y servicios disponibles a trav\u00e9s de Ameriprise Financial<\/h3>\n<ul>\n<li style=\"text-align: left;\">Planificaci\u00f3n financiera<\/li>\n<li style=\"text-align: left;\">Planificaci\u00f3n de la jubilaci\u00f3n<\/li>\n<li style=\"text-align: left;\">Inversiones<\/li>\n<li style=\"text-align: left;\">Financiamiento de los gastos de educaci\u00f3n<\/li>\n<li style=\"text-align: left;\">Seguros y rentas vitalicias<\/li>\n<li style=\"text-align: left;\">Estrategias de planificaci\u00f3n patrimonial<\/li>\n<li style=\"text-align: left;\">Estrategias de ingresos para la jubilaci\u00f3n<\/li>\n<li style=\"text-align: left;\">Estrategias de planificaci\u00f3n fiscal<\/li>\n<\/ul>\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"co-flex_row co-flex_row__white co-flex_row__two-column-bio\" id=\"advisors\">\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<div class=\"co-two_col_bios\">\n\t\t\t<header class=\"co-intro_text\">\n\t\t<h2 class=\"co-intro_text--title\">Asesores financieros\n\t\t\t\t<svg class=\"heading_shape\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"238.55799865722656\" height=\"14.876999855041504\" viewbox=\"0 0 238.558 14.877\">\n\t\t\t\t\t<path id=\"Path_16614\" data-name=\"Path 16614\" d=\"M5118.863,2995.027c15.19-6.542,69.982-8.38,118.5-2.822s90.372,10.077,113.638,2.822\" transform=\"translate(-5115.578 -2986.393)\" fill=\"none\" stroke=\"#ce1126\" stroke-linecap=\"round\" stroke-width=\"5\" class=\"title-shape\"><\/path>\n\t\t\t\t<\/svg>\n\t\t\t<\/h2>\t<\/header>\n\t\t\t<div class=\"co-two_col_bios--list\">\n\t\t\t\t<div class=\"prow justify-center\">\n\t\t\t\t\t\t\t\t\t<div\n\t\t\t\t\t\tclass=\"co-two_col_bio pcol-lg:6 js-bioAccordion closed\"\n\t\t\t\t\t\tdata-moreinfo=\"\"\n\t\t\t\t\t>\n\t\t\t\t\t\t<div class=\"co-two_col_bio--headshot_wrap\">\n\t\t\t\t\t\t\t<div class=\"co-two_col_bio--headshot_wrap__true\">\n\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"538\" src=\"https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Alex.jpg\" class=\"co-two_col_bio--headshot\" alt=\"Alex\" srcset=\"https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Alex.jpg 400w, https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Alex-9x12.jpg 9w, https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Alex-294x396.jpg 294w, https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Alex-56x75.jpg 56w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"co-two_col_bio--top\">\n\t\t\t\t\t\t\t<h3 class=\"co-two_col_bio--name\">Alex Bacay<\/h3>\t\t\t\t\t\t\t<div class=\"co-two_col_bio--title\">\n\t\t\t\t\t\t\t\tAsesor financiero \t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"co-two_col_bio--add_info\">\n\t\t\t\t\t\t\t\t<p><a href=\"mailto:alex.bacay@ampf.com\">alex.bacay@ampf.com<\/a><\/p>\n<p><a href=\"tel:1717-709-4991\">717-709-4991<\/a><\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"co-page_hero--buttons\">\n\t\t\t\t\t\t\t\t<a class=\"co-two_col_bio--button\" href=\"http:\/\/ameripriseadvisors.com\/alex.bacay\"  >Solicitar una consulta<\/a>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div\n\t\t\t\t\t\tclass=\"co-two_col_bio pcol-lg:6 js-bioAccordion closed\"\n\t\t\t\t\t\tdata-moreinfo=\"\"\n\t\t\t\t\t>\n\t\t\t\t\t\t<div class=\"co-two_col_bio--headshot_wrap\">\n\t\t\t\t\t\t\t<div class=\"co-two_col_bio--headshot_wrap__true\">\n\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"538\" src=\"https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Eric-1.jpg\" class=\"co-two_col_bio--headshot\" alt=\"Eric\" srcset=\"https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Eric-1.jpg 400w, https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Eric-1-9x12.jpg 9w, https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Eric-1-294x396.jpg 294w, https:\/\/www.patriotfcu.org\/wp-content\/uploads\/Eric-1-56x75.jpg 56w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"co-two_col_bio--top\">\n\t\t\t\t\t\t\t<h3 class=\"co-two_col_bio--name\">Eric Morrow<\/h3>\t\t\t\t\t\t\t<div class=\"co-two_col_bio--title\">\n\t\t\t\t\t\t\t\tAsesor financiero \t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"co-two_col_bio--add_info\">\n\t\t\t\t\t\t\t\t<p><a href=\"mailto:eric.morrow@ampf.com\">eric.morrow@ampf.com<\/a><\/p>\n<p><a href=\"tel:1717-709-2577\">717-709-2577<\/a><\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"co-page_hero--buttons\">\n\t\t\t\t\t\t\t\t<a class=\"co-two_col_bio--button\" href=\"http:\/\/ameripriseadvisors.com\/eric.morrow\"  >Solicitar una consulta<\/a>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"co-flex_row co-flex_row__white co-flex_row__columns\" id=\"process\">\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<div class=\"co-columns\">\n\t\t\t<header class=\"co-intro_text\">\n\t\t<h2 class=\"co-intro_text--title\">\u00bfComo funciona?\n\t\t\t\t<svg class=\"heading_shape\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"238.55799865722656\" height=\"14.876999855041504\" viewbox=\"0 0 238.558 14.877\">\n\t\t\t\t\t<path id=\"Path_16614\" data-name=\"Path 16614\" d=\"M5118.863,2995.027c15.19-6.542,69.982-8.38,118.5-2.822s90.372,10.077,113.638,2.822\" transform=\"translate(-5115.578 -2986.393)\" fill=\"none\" stroke=\"#ce1126\" stroke-linecap=\"round\" stroke-width=\"5\" class=\"title-shape\"><\/path>\n\t\t\t\t<\/svg>\n\t\t\t<\/h2><div class=\"co-intro_text--intro\"><p>Un asesor financiero puede brindarle informaci\u00f3n y orientaci\u00f3n bas\u00e1ndose en la comprensi\u00f3n de su situaci\u00f3n particular. Esto es lo que puede esperar...<\/p>\n<\/div>\t<\/header>\n\t\t\t<div class=\"co-columns--row prow prow-md:2 prow-lg:3 co-columns--row__icons justify-center\">\n\t\t\t\t\t\t\t\t\t<div class=\"co-columns--box co-columns--box_icon\">\n\t\t\t\t\t\t\t<svg\n\t\tclass=\"co-columns--box_icon IconOne\"\n\t\tviewbox=\"0 0 43 43\"\n\t\twidth=\"43\"\n\t\theight=\"43\"\n\t>\n\t\t<title>1<\/title>\n\t\t\n\t\t<path data-name=\"Path 17546\" d=\"M21.5 0A21.5 21.5 0 1 0 43 21.5 21.5 21.5 0 0 0 21.5 0m2.778 34.157h-3.959V14.935h-3.06v-2.807c3.06 0 3.744-1.476 4.356-3.168h2.663Z\" fill=\"#ce1126\" class=\"accent\"\/>\n\t\t<path data-name=\"Path 17547\" d=\"M17.26 12.127v2.808h3.06v19.221h3.959V8.959h-2.664c-.612 1.692-1.3 3.168-4.355 3.168\" fill=\"#fff\" class=\"white\"\/>\n   \t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Identifique sus objetivos<\/h3><div class=\"co-columns--box_desc\"><div class=\"co-columns--box co-columns--box_icon\">\n<div class=\"co-columns--box_desc\">\n<p>Tu visi\u00f3n del futuro es \u00fanica. Te ayudamos a priorizar tus objetivos y el nivel de importancia de cada uno de ellos.<\/p>\n<\/div>\n<\/div>\n<div class=\"co-columns--box co-columns--box_icon\"><\/div>\n<\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-columns--box co-columns--box_icon\">\n\t\t\t\t\t\t\t<svg\n\t\tclass=\"co-columns--box_icon IconTwo\"\n\t\tviewbox=\"0 0 43 43\"\n\t\twidth=\"43\"\n\t\theight=\"43\"\n\t>\n\t\t<title>2<\/title>\n\t\t\n\t\t<path data-name=\"Path 17548\" d=\"M21.5 0A21.5 21.5 0 1 0 43 21.5 21.5 21.5 0 0 0 21.5 0m-1.729 30.557h7.487v3.6H15.811v-3.1c0-7.415 7.849-8.639 7.849-15.91 0-2.268-.792-2.879-2.052-2.879s-2.052.683-2.052 2.483v2.7h-3.745v-2.444c0-4.031 2.017-6.335 5.9-6.335s5.9 2.3 5.9 6.335c0 7.919-7.882 10.87-7.882 15.01a2.8 2.8 0 0 0 .035.54\" fill=\"#ce1126\" class=\"accent\"\/>\n\t\t<path data-name=\"Path 17549\" d=\"M21.715 8.672c-3.887 0-5.9 2.3-5.9 6.335v2.447h3.744v-2.7c0-1.8.792-2.483 2.052-2.483s2.051.611 2.051 2.879c0 7.271-7.847 8.495-7.847 15.91v3.095h11.444v-3.6h-7.487a2.73 2.73 0 0 1-.036-.54c0-4.14 7.882-7.091 7.882-15.01 0-4.031-2.015-6.335-5.9-6.335\" fill=\"#fff\" class=\"white\"\/>\n  \t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Identificar recursos financieros <\/h3><div class=\"co-columns--box_desc\"><div class=\"co-columns--box co-columns--box_icon\">\n<div class=\"co-columns--box_desc\">\n<p>Le guiaremos hacia los recursos financieros que pueden ayudarle a financiar el logro de sus objetivos.<\/p>\n<\/div>\n<\/div>\n<div class=\"co-columns--box co-columns--box_icon\"><\/div>\n<\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-columns--box co-columns--box_icon\">\n\t\t\t\t\t\t\t<svg\n\t\tclass=\"co-columns--box_icon IconThree\"\n\t\tviewbox=\"0 0 43 43\"\n\t\twidth=\"43\"\n\t\theight=\"43\"\n\t>\n\t\t<title>3<\/title>\n\t\t\n\t\t<path data-name=\"Path 17550\" d=\"M21.5 0A21.5 21.5 0 1 0 43 21.5 21.5 21.5 0 0 0 21.5 0m5.9 15.655c0 2.7-.864 4.392-2.771 5.184 1.981.861 2.771 2.735 2.771 5.291v1.98c0 4.031-2.016 6.335-5.9 6.335s-5.9-2.3-5.9-6.335v-2.088h3.744v2.34c0 1.8.792 2.483 2.052 2.483s2.052-.612 2.052-2.843v-1.98c0-2.34-.792-3.2-2.592-3.2h-1.337v-3.6h1.548c1.476 0 2.376-.647 2.376-2.663v-1.4c0-2.267-.792-2.879-2.052-2.879s-2.052.684-2.052 2.484v1.619H15.6v-1.375c0-4.032 2.016-6.335 5.9-6.335s5.9 2.3 5.9 6.335Z\" fill=\"#ce1126\" class=\"accent\"\/>\n\t\t<path data-name=\"Path 17551\" d=\"M21.5 8.672c-3.888 0-5.9 2.3-5.9 6.335v1.367h3.74v-1.619c0-1.8.791-2.483 2.052-2.483s2.051.611 2.051 2.879v1.4c0 2.015-.9 2.663-2.376 2.663H19.52v3.6h1.332c1.8 0 2.591.864 2.591 3.2V28c0 2.232-.792 2.844-2.051 2.844s-2.052-.684-2.052-2.484v-2.338H15.6v2.087c0 4.032 2.015 6.335 5.9 6.335s5.9-2.3 5.9-6.335v-1.98c0-2.556-.792-4.427-2.771-5.291 1.907-.792 2.771-2.483 2.771-5.184v-.647c0-4.031-2.015-6.335-5.9-6.335\" fill=\"#fff\" class=\"white\"\/>\n\t\t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Determine su tolerancia al riesgo<\/h3><div class=\"co-columns--box_desc\"><div class=\"co-columns--box co-columns--box_icon\">\n<div class=\"co-columns--box_desc\">\n<p>Nuestros asesores lo ayudar\u00e1n a determinar el equilibrio entre riesgo y rendimiento de la inversi\u00f3n que mejor se adapte a sus necesidades.<\/p>\n<\/div>\n<\/div>\n<div class=\"co-columns--box co-columns--box_icon\"><\/div>\n<\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-columns--box co-columns--box_icon\">\n\t\t\t\t\t\t\t<svg\n\t\tclass=\"co-columns--box_icon IconFour\"\n\t\tviewbox=\"0 0 43 43\"\n\t\twidth=\"43\"\n\t\theight=\"43\"\n\t>\n\t\t<title>4<\/title>\n\t\t\n\t\t<path data-name=\"Path 17552\" d=\"M21.507 25.986v-9.467l-4 9.467Z\" fill=\"#ce1126\" class=\"accent\"\/>\n    <g data-name=\"Group 2711\">\n        <g data-name=\"Group 2710\">\n            <path data-name=\"Path 17553\" d=\"M21.5 0A21.5 21.5 0 1 0 43 21.5 21.5 21.5 0 0 0 21.5 0m5.767 29.585H25.4v4.571h-3.893v-4.571h-7.631v-3.6l7.2-17.026H25.4v17.026h1.872Z\" fill=\"#ce1126\" class=\"accent\"\/>\n            <path data-name=\"Path 17554\" d=\"M25.4 8.96h-4.32l-7.2 17.026v3.6h7.631v4.571H25.4v-4.571h1.872v-3.6H25.4Zm-3.893 17.026h-4l4-9.467Z\" fill=\"#fff\" class=\"white\"\/>\n        <\/g>\n    <\/g>\n\t\t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Crea tu plan personal<\/h3><div class=\"co-columns--box_desc\"><div class=\"co-columns--box co-columns--box_icon\">\n<div class=\"co-columns--box_desc\">\n<p>Le ayudaremos a delinear los servicios de inversi\u00f3n y seguros necesarios para ayudarle a alcanzar sus objetivos de jubilaci\u00f3n.<\/p>\n<\/div>\n<\/div>\n<div class=\"co-columns--box co-columns--box_icon\"><\/div>\n<\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-columns--box co-columns--box_icon\">\n\t\t\t\t\t\t\t<svg\n\t\tclass=\"co-columns--box_icon IconFive\"\n\t\tviewbox=\"0 0 43 43\"\n\t\twidth=\"43\"\n\t\theight=\"43\"\n\t>\n\t\t<title>5<\/title>\n\t\t\n\t\t<path data-name=\"Path 17555\" d=\"M21.5 0A21.5 21.5 0 1 0 43 21.5 21.5 21.5 0 0 0 21.5 0m5.938 28.11c0 4.031-2.016 6.335-5.9 6.335s-5.9-2.3-5.9-6.335v-2.088h3.744v2.34c0 1.8.792 2.447 2.051 2.447s2.053-.647 2.053-2.447v-5.544c0-1.8-.791-2.483-2.053-2.483s-2.051.683-2.051 2.483v.756h-3.751l.72-14.614H26.79v3.6h-6.874l-.325 6.012a3.777 3.777 0 0 1 3.455-1.836c2.916 0 4.392 2.052 4.392 5.76Z\" fill=\"#ce1126\" class=\"accent\"\/>\n\t\t<path data-name=\"Path 17556\" d=\"M23.047 16.735a3.776 3.776 0 0 0-3.455 1.836l.323-6.012h6.875V8.96H16.352l-.72 14.614h3.743v-.756c0-1.8.792-2.483 2.052-2.483s2.052.683 2.052 2.483v5.544c0 1.8-.791 2.447-2.052 2.447s-2.052-.647-2.052-2.447v-2.34h-3.743v2.088c0 4.031 2.016 6.335 5.9 6.335s5.9-2.3 5.9-6.335V22.5c0-3.708-1.476-5.76-4.392-5.76\" fill=\"#fff\" class=\"white\"\/>\n    \n\t\t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Revisar y discutir<\/h3><div class=\"co-columns--box_desc\"><div class=\"co-columns--box co-columns--box_icon\">\n<div class=\"co-columns--box_desc\">\n<p>Juntos, revisaremos su plan y abordaremos cualquier pregunta o inquietud que tenga.<\/p>\n<\/div>\n<\/div>\n<div class=\"co-columns--box co-columns--box_icon\"><\/div>\n<\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-columns--box co-columns--box_icon\">\n\t\t\t\t\t\t\t<svg\n\t\tclass=\"co-columns--box_icon IconSix\"\n\t\tviewbox=\"0 0 43 43\"\n\t\twidth=\"43\"\n\t\theight=\"43\"\n\t>\n\t\t<title>6<\/title>\n\t\t\n\t\t<path data-name=\"Path 17557\" d=\"M20.571 21.342c-1.26 0-2.052.684-2.052 2.483v4.537c0 1.8.792 2.447 2.052 2.447s2.052-.648 2.052-2.447v-4.537c0-1.8-.792-2.483-2.052-2.483\" fill=\"#ce1126\" class=\"accent\"\/>\n\t\t<path data-name=\"Path 17558\" d=\"M21.5 0A21.5 21.5 0 1 0 43 21.5 21.5 21.5 0 0 0 21.5 0m5.082 28.11c0 4.031-2.123 6.335-6.011 6.335s-6.011-2.3-6.011-6.335V15.223c0-4.247 1.944-6.55 6.047-6.55 3.888 0 5.9 2.3 5.9 6.334v.648h-3.74v-.9c0-1.8-.792-2.484-2.052-2.484-1.4 0-2.2.684-2.2 3.095v4.607a3.77 3.77 0 0 1 3.672-2.231c2.915 0 4.391 2.052 4.391 5.76Z\" fill=\"#ce1126\" class=\"accent\"\/>\n\t\t<path data-name=\"Path 17559\" d=\"M22.191 17.743a3.77 3.77 0 0 0-3.672 2.231v-4.607c0-2.411.792-3.095 2.2-3.095 1.26 0 2.052.684 2.052 2.484v.9h3.744v-.647c0-4.032-2.016-6.335-5.9-6.335-4.1 0-6.047 2.3-6.047 6.55V28.11c0 4.031 2.124 6.335 6.011 6.335s6.011-2.3 6.011-6.335V23.5c0-3.708-1.476-5.76-4.391-5.76m.432 10.619c0 1.8-.792 2.447-2.052 2.447s-2.052-.647-2.052-2.447v-4.533c0-1.8.792-2.484 2.052-2.484s2.052.684 2.052 2.484Z\" fill=\"#fff\" class=\"white\"\/>\n    \n\t\t<\/svg>\n<h3 class=\"co-columns--box_headline\" >Discuta los pasos<\/h3><div class=\"co-columns--box_desc\"><p>Por \u00faltimo, analizaremos los pasos necesarios para poner en pr\u00e1ctica su plan, incluida la revisi\u00f3n de su estrategia, el plan de ahorro y la estrategia de asignaci\u00f3n de activos adecuada para su cartera de inversiones.<\/p>\n<\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"co-flex_row co-flex_row__white co-flex_row__last co-flex_row__disclosures\" >\n\t<div class=\"co-flex_row--row co-row\">\n\t\t\t<div class=\"co-disclosures\">\n\t\t<h2 class=\"co-disclosures--title\">Divulgaciones<\/h2>\n\t\t<div class=\"co-disclosures--content\">\n\t\t\t\t\t\t\t<ul>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>Tenemos una asociaci\u00f3n con Ameriprise Financial Services para brindar servicios y soluciones de planificaci\u00f3n financiera a nuestros clientes. No somos un cliente inversor de Ameriprise, pero tenemos una relaci\u00f3n de reparto de ingresos con ellos que genera un conflicto de intereses.<br \/>\nLos detalles sobre c\u00f3mo trabajamos juntos se pueden encontrar en <a href=\"http:\/\/ameriprise.com\/sec-disclosure\">ameriprise.com\/divulgaci\u00f3n-sec<\/a>.<\/h2>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p><strong>Los productos de inversi\u00f3n no est\u00e1n asegurados por la FDIC, la NCUA ni ninguna agencia federal, no son dep\u00f3sitos ni obligaciones de ninguna instituci\u00f3n financiera, ni est\u00e1n garantizados por ninguna, e implican riesgos de inversi\u00f3n, incluida la posible p\u00e9rdida de capital y fluctuaci\u00f3n de valor.<\/strong><\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Ameriprise Financial no puede garantizar resultados financieros futuros.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Los servicios de planificaci\u00f3n financiera de Ameriprise son opcionales, se ofrecen por separado y su precio depende de la complejidad de su caso y de los honorarios de su asesor financiero. Sus honorarios y los de su asesor financiero pueden estar sujetos a cambios.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>La planificaci\u00f3n financiera es generalmente adecuada si usted tiene objetivos financieros, activos e ingresos suficientes para alcanzar sus objetivos financieros y est\u00e1 dispuesto a pagar una tarifa de asesor\u00eda de inversiones por recomendaciones que lo ayuden a alcanzar esos objetivos. Revise el Folleto de divulgaci\u00f3n para clientes de Ameriprise Financial Planning o, para una relaci\u00f3n de asesor\u00eda consolidada, el Folleto de divulgaci\u00f3n de servicios de planificaci\u00f3n financiera y cuentas administradas de Ameriprise, para obtener una descripci\u00f3n completa de los servicios ofrecidos, incluidos los honorarios y los gastos.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Ameriprise Financial, Inc. y sus filiales no ofrecen asesoramiento fiscal ni legal. Los consumidores deben consultar con su asesor fiscal o abogado sobre su situaci\u00f3n espec\u00edfica.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Patriot Federal Credit Union no est\u00e1 afiliada con Ameriprise Financial, Inc.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Patriot Investment Services es una pr\u00e1ctica de asesor\u00eda financiera de Ameriprise Financial Services, LLC.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Los productos y servicios de asesoramiento de inversiones est\u00e1n disponibles a trav\u00e9s de Ameriprise Financial Services, LLC, un asesor de inversiones registrado.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Valores ofrecidos por Ameriprise Financial Services, LLC. Miembro de FINRA y SIPC.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>\u00a9 2025 Ameriprise Financial, Inc. Todos los derechos reservados.<\/p>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":11,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"_searchwp_excluded":"","footnotes":""},"class_list":["post-5599","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment Services - Patriot Federal Credit Union<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.patriotfcu.org\/es\/servicios-de-inversion\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Services - 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