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Member Financial Planning

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Platinum Suppliers

CUSO Financial Services, L.P. The Servion Group

Alliance Reverse Mortgage

3033 Cleveland Avenue, Suite 150 | Santa Rosa, CA 95403

Fernande Marie Bencze
Vice President
707-535-2932

Phone: 707-535-2932 | Fax: 866-902-7513
http://AllReverse.com

Service Areas: Mortgages, Member Financial Planning, Member Retirement Planning

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California Long Term Care Insurance Services

1601 Bayshore Highway, Suite 360 | Burlingame, CA 94010

Phone: 6506925202 | Fax: 6506925204
http://www.CaliforniaLongTermCare.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning

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Capital Integrated

14241 Midlothian Tpke., #502 | Midlothian, VA 23113

James Collins
CEO
800-213-1983

Phone: 8002131983
http://www.capitalintegrated.com

Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning

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Credit Union Financial Network

16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382

Mike Prior
President/CEO
800-405-8850

Phone: 6023757384 | Fax: 6028438377
http://www.cufn.org

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments

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CU Revest, LLC

404 Camino Del Rio S. #400 | San Diego, CA 92018-3588

Michael Joplin
President/CEO
858-467-7200

Phone: 8584677200 | Fax: 8582680021
http://www.curevest.com

Service Areas: Collections, Member Financial Planning, Member Services

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CUSO Financial Services, L.P.

10150 Meanley Dr., 1st Floor | San Diego, CA 92131

Tami Cain
Executive Director, Business Development
858-530-4440

Phone: 8585304440 | Fax: 8588826593
http://www.cusonet.com

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.

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Financial Network Investment Corporation

200 North Sepulveda Boulevard #1300 | El Segundo, CA 90245

Nathan Bergeland
CEO, Founder
952-829-0000

http://www.usadvisorsnetwork.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments

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FirstPoint Financial

Phone: 6468477045
http://www.firstpointfinancial.com/

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning

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INVEST Financial

8745 Henderson Road, Suite 300 | Tampa, FL 33634

Jonathan DeMayo
Business Development Specialist
813-880-5276

Phone: 813-880-5276 | Fax: 813-890-6411
http://www.investfinancial.com

Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance

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Securities America

12325 Port Grace Blvd. | La Vista, NE 68128

Mike Anderson
First VP of Financial Institutions
402-399-9111

Phone: 402-399-9111
http://joinsai.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments

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The Servion Group

500 Main Street | New Brighton, MN 55112

S. Brad Crandall
CEO
651-631-3111

Phone: 6516313111 | Fax: 6517879577
https://www.myservion.com

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.

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