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CUSO Financial

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Serving customers since
1997
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HQ Location:
San Diego, US

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What is CUSO Financial?

CUSO Financial Services, L.P. (CFS) is a full-service brokerage firm and SEC Registered Investment Adviser that provides customized investment and insurance solutions to credit unions and their members across the United States. As highlighted on their website, https://cusonet.com/, CFS specializes in helping credit unions enhance their financial offerings by providing wealth management services, retirement planning, and investment products tailored to the unique needs of credit union members. With a focus on collaboration and empowering credit unions to expand their service capabilities, CFS integrates its offerings seamlessly with credit unions, thereby helping them to deliver added value to their members and build stronger financial futures. CFS is noted for its commitment to superior training, compliance oversight, and innovative technology solutions that enhance the client experience and operational efficiency.

Details

Year Founded
1997
Website
cusonet.com