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CUSO Financial Services, L.P.

CUSO Financial Services, L.P.

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

Connie Gregory
SVP, Business Development

Phone: 8586864724 | Fax: 8585301929

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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