CreditUnions.com

Remember Me
Register | Forgot Password?

Buyer's Guide

Member Financial Planning

Browse Suppliers

Not Listed? Update Your Company Information.

Platinum Suppliers

CUSO Financial Services, L.P. The Servion Group

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

Return to Top

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

Return to Top

Capital Integrated

14241 Midlothian Tpke., #502 | Midlothian, VA 23113

James Collins
CEO
800-213-1983

Phone: 800-213-1983
http://www.capitalintegrated.com

Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning

Return to Top

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

Return to Top

CU Revest, LLC

404 Camino Del Rio S. #400 | San Diego, CA 92018-3588

Michael Joplin
President/CEO
858-467-7200

Phone: 8584677200 | Fax: 8582680021
http://www.curevest.com

Service Areas: Collections, Member Financial Planning, Member Services

Return to Top

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. 

Return to Top

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

Return to Top

FirstPoint Financial

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

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

Return to Top

INVEST Financial

8745 Henderson Road, Suite 300 | Tampa, FL 33634

Jonathan DeMayo
Business Development Specialist
813-880-5276

Phone: 813-880-5276 | Fax: 813-890-6411
http://www.investfinancial.com

Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance

Return to Top

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

Return to Top

The Servion Group

500 Main Street | New Brighton, MN 55112

S. Brad Crandall
CEO

Phone: 651-631-3111
https://www.myservion.com

Service Areas: Business Lending, Mortgages, Member Financial Planning

Founded in 1987, The Servion Group—a CUSO—supports credit unions around the country. Based in Minnesota, we offer solutions related to mortgage, title, realty, commercial lending, and financial advisory/planning. The company was created to provide the products, services, and programs credit unions need to be competitive in their marketplaces.

Return to Top
Platinum Suppliers   |   Get Listed
Copyright © 2020 Callahan & Associates, Inc. All rights reserved.