Organization Name: CUSO Financial Services

NACUSO Membership: Platinum

Year Formed: 1997

Description of Your Services: Established in 1997, CUSO Financial Services, L.P., specializes in implementing and growing investment programs within credit unions by assisting members in achieving their financial goals.

Why should a credit union use your services?: Our focus is on credit union growth by creating an outstanding member experience to enrich and deepen the relationship at every touchpoint. Through our strategic partnerships, the company provides leading wealth management services including the best tools, technology, resources and customized digital solutions, making investment and insurance solutions accessible to members of all means. We bring value to over 185 credit unions across the country and are committed to remaining the only broker dealer exclusively serving credit unions, just as we have for over 25 years.

Number of Credit Union Customers: 185

Percentage of Users/Customers that are Credit Unions: 100

Are You a CUSO?: No

Are there investment opportunities for credit unions?: Yes

Business Model Other: Revenue sharing

Are you currently seeking additional users/customers?: Yes

Do you offer discounts or other benefits for NACUSO Members?: No

Website Link: https://cusonet.com/