Our growing teams of financial advisors offer flexible, collaborative and responsive support to meet clients’ financial planning needs.
As experts focusing exclusively on financial institutions, we partner with you to provide successful and technologically-advanced investment programs that meet the needs of increasingly-mobile investment clients.
CFS/SPF registered financial advisors work closely with you, no matter where you are, to create and implement investment plans that help achieve your unique goals and long-term objectives.
Learn more about our latest highlights.
As part of its merger with North Island Federal Credit Union, California Credit Union executives have chosen CUSO Financial Services (CFS) as the exclusive provider of financial planning, retirement and investment services to its 165,000 members throughout southern California.
CUSO Financial Services and Sorrento Pacific Financial Offer fundVISION™ Direct Mutual Fund Platform to Improve Processing of Mutual Funds for Financial Advisors and Clients
CUSO Financial Service L. P. and its sister company, Sorrento Pacific Financial LLC, have entered into an agreement to be acquired by Atria Wealth Solutions