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Member Financial Planning
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3033 Cleveland Avenue, Suite 150 | Santa Rosa, CA 95403
Fernande Marie Bencze
Phone: 707-535-2932 | Fax: 866-902-7513
Service Areas: Mortgages, Member Financial Planning, Member Retirement Planning
1601 Bayshore Highway, Suite 360 | Burlingame, CA 94010
Phone: 6506925202 | Fax: 6506925204
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning
14241 Midlothian Tpke., #502 | Midlothian, VA 23113
Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Phone: 6023757384 | Fax: 6028438377
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
404 Camino Del Rio S. #400 | San Diego, CA 92108
Phone: 8584677200 | Fax: 8582680021
Service Areas: Collections, Member Financial Planning, Member Services
10150 Meanley Drive, First Floor | San Diego, CA 92131
Executive Director, Business Development
Phone: 8585304440 | Fax: 8588826593
Service Areas: Member Financial Planning, Member Retirement Planning, Retail Investments
Established in 1997, CUSO Financial Services, L.P., specializes in placing and supporting investment programs inside credit unions. Through our partnerships, the company provides customized investment and insurance solutions to over 185 credit unions across the country.
With our sister broker-dealer, Sorrento Pacific Financial, LLC, we’ve grown to more than $30 billion in AUA. Our focus is on providing leading wealth management services including the best tools, technology, resources and customized solutions to support credit union growth, by assisting members in achieving their financial goals and deepening the relationship through every touchpoint.
200 North Sepulveda Boulevard #1300 | El Segundo, CA 90245
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments
260 Park Ave, Suite 1160 | NY, NY 10169
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning
8745 Henderson Road, Suite 300 | Tampa, FL 33634
Business Development Specialist
Phone: 813-880-5276 | Fax: 813-890-6411
Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance
12325 Port Grace Blvd. | La Vista, NE 68128
First VP of Financial Institutions
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments
416 North Stanton #430 | El Paso, TX 79901
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
500 Main Street Suite 100 | New Brighton, MN 55112
S. Brad Crandall
Phone: 6516313111 | Fax: 6517879577
Service Areas: Business Lending, Mortgages, Member Financial Planning
Founded in 1987, The Servion Group—a CUSO--partners with credit unions around the country, providing them with the tools and support they need to establish and grow their businesses. The company offers solutions that empower credit unions to succeed in the areas of mortgage lending, commercial lending, residential and commercial title, real estate, and financial advisory.
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036