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Retail Investments

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CUSO Financial Services, L.P.

County Records Research

Dennis Phelan
COO
800-664-2567

http://www.countyrecordsresearch.com

Service Areas: Market Research, Retail Investments

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

Connie Gregory
SVP, Business Development
858-530-4440

Phone: 8586864724 | Fax: 8585301929
http://www.cusonet.com

Service Areas: Financial Literacy, Member Financial Planning, Member Retirement Planning, Retail Investments

CFS provides customized investment, insurance and financial advisory services to a credit union's members, based on the terms and conditions of an individually-tailored agreement. In addition, CFS provides the extensive program, sales and marketing support needed to grow revenues meaningfully and expand services efficiently. 

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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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Members Trust Company

14025 Riveredge Drive, Suite 280 | Tampa, FL 33637

Sheldon Reynolds
Vice President Trust and Investments
888-727-9191

Phone: 8136005245 | Fax: 8139087053
http://www.memberstrust.com

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

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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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Weber Consulting Group, LLC

155 E Boardwalk Drive, Suite 300 | Fort Collins, CO 80525

Keith Weber
Owner

Phone: 970-232-3314
http://www.kjweber.com

Service Areas: Retail Investments

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