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CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit unions.

Jan. 27, 2022

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Announces New Partnership with Cornerstone Investment & Retirement Services

Second credit union to join CFS in first month of 2022 reflects firm’s unique strengths and exclusive focus on credit unions

Jan. 11, 2022

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Military SEG credit union chooses credit union focused broker-dealer for technology and transparency​

Jan. 4, 2022

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Announces New Partnership with Gulf Coast Educators Federal Credit Union

Texas credit union chooses CUSO Financial Services for its superior insight in the credit union vertical and expertise in the education SEG

Oct. 6, 2021

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial and First Service Credit Union Announce New Partnership

Credit union-focus and proven track record for growth influence First Service Credit Union's decision to join CFS.

Aug. 17, 2021

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CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial and Quincy Credit Union Announce New Partnership

CUSO Financial and Quincy Credit Union Announce New Partnership

June 24, 2021

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial and Florida Credit Union Announce Multi-Year Relationship

CUSO Financial Services, L.P. announced a multi-year agreement with Florida Credit Union to oversee and develop its investment services program.

April 8, 2021

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

Wescom Financial Services And CUSO Financial Announce Continued Partnership

Wescom Financial Services, serving more than $4 billion in assets and 200,000 members, has renewed a multi-year contract with CUSO Financial Services.

Feb. 25, 2020

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Services And Sorrento Pacific Financial Add Tami Cain To Leadership Team

CUSO Financial Services and Sorrento Pacific Financial have added Tami Cain as Executive Director, Business Development.

Nov. 14, 2019

CUSO Financial Services, L.P.
CUSO Financial Services, L.P.

CUSO Financial Services Now Manages The Investment Program At EECU Federal Credit Union

CUSO Financial Services announced that it's been engaged by four Texas-based credit unions to manage their investment programs including $2.34B EECU.

June 3, 2019

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