Remember Me
Register | Forgot Password?

Browse Suppliers

Not Listed? Update Your Company Information.

Platinum Suppliers

CUSO Financial Services, L.P.

CUSO Financial Services, L.P.

10150 Meanley Dr. First Fl. | San Diego, CA 92131

Tami Cain
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 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.

Return to Top
Platinum Suppliers   |   Get Listed
Copyright © 2022 Callahan & Associates, Inc. All rights reserved.