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NACUSO Marketplace Provider

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.
Services You Provide:
Insurance Services:Life InsuranceHealth InsuranceLong Term Care InsuranceAnnuities
Investment Services:Securities Sales to MembersAdvisory Services for MembersFinancial and Estate Planning for Members
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
Describe Your Business Model:Other (please describe)
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:
Contact Information:Tami CainExecutive Director, Business Development10150 Meanley Drive
San Diego, CA 92131

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