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Member Retirement Planning
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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
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
14241 Midlothian Tpke., #502 | Midlothian, VA 23113
James Collins CEO 800-213-1983
Phone: 8002131983 http://www.capitalintegrated.com
Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning
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
10150 Meanley Dr. First Fl. | San Diego, CA 92131
Tami Cain Executive Director, Business Development 858-530-4440
Phone: (858) 530-4440 | Fax: 8588826593 http://www.cusonet.com
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.
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
260 Park Ave, Suite 1160 | NY, NY 10169
Phone: 6468477045 http://www.firstpointfinancial.com/
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning
5733 Modernaire St. | Madison, WI 53711
Mark Endres Marketing Director 608-354-9654
Phone: 6083549654 http://narcup.com
Service Areas: Marketing, Member Retirement Planning, Member Services
416 North Stanton #430 | El Paso, TX 79901
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments