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Member Retirement Planning

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CUSO Financial Services, L.P.

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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CUSO Financial Services, L.P.

10150 Meanley Drive, First 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

260 Park Ave, Suite 1160 | NY, NY 10169

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

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

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NARCUP, Inc

5733 Modernaire St. | Madison, WI 53711

Mark Endres
Marketing Director
608-354-9654

Phone: 6083549654
http://narcup.com

Service Areas: Marketing, Member Retirement Planning, Member Services

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The Graham Law Firm, PLLC

416 North Stanton #430 | El Paso, TX 79901

Michael Graham
President
915-598-8885

Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments

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