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Member Retirement Planning

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CUSO Financial Services, L.P.

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

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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

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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

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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

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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. 

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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

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FirstPoint Financial

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

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

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NARCUP, Inc

5733 Modernaire St. | Madison 53711

Mark Endres
Marketing Director
608-354-9654

Phone: 6083549654
http://narcup.com

Service Areas: Marketing, Member Retirement Planning, Member Services

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