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727 Allston Way Ste. C | Berkeley, CA 94710
SVP Sales & Business Development
Phone: 5108480606 | Fax: 5108480608
Service Areas: Retail Investments, Mobile & Online Services, Online Fraud/Security
4952 Warner Avenue Suite 105 | Huntington Beach, CA 92649
Service Areas: Market Research, Retail Investments
10150 Meanley Dr. First Fl. | San Diego, CA 92131
Executive Director, Business Development
Phone: (858) 530-4440 | 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 200 credit unions across the country. With our sister broker-dealer, Sorrento Pacific Financial, LLC, we've grown to more than $40 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
14025 Riveredge Drive, Suite 280 | Tampa, FL 33637
Vice President Trust and Investments
Phone: 8136005245 | Fax: 8139087053
Service Areas: Member Estate Planning, Retail Investments, Institutional Investments
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
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
155 E Boardwalk Drive, Suite 300 | Fort Collins, CO 80525
Service Areas: Retail Investments
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036