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AllMedia CoveragePress ReleasesVideos

CUSO Financial Announces New Partnership with Kemba...

Atria Wealth Solutions Appoints Kevin Mummau and...

Wescom Financial Services Announces Transition of Broker-Dealer...

SPF and CFS Receives BISA Technology Innovation...

CUSO Financial Continues Robust Growth, Announcing New...

CUSO Financial Achieves Robust Growth Through Credit...

CUSO Financial Announces New Partnership with Cornerstone Investment & Retirement Services

CUSO Financial Announces New Partnership with Cornerstone...

Cuso Financial Announces Partnership Featured Image

CUSO Financial Announces New Partnership with Eglin...

Gulf Coast Educators partners with Atria for...

CUSO Financial Announces New Partnership with Gulf...

CUSO Financial and First Service Credit Union...

Banking clients want advice — even though...

Podcast: Untangling Fintech – Untangling ESG Investing

CUSO Financial and Quincy Credit Union Announce...

Atria Wealth Solutions Completes Acquisition of Independent...

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Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.

CUSO Financial 25 Years Logo

Office

10150 Meanley Drive
First Floor
San Diego, CA 92131
Get Directions

Call Us: 800.686.4724
Fax: 1.858.530.4404

Email Us: cfsweb@cusonet.com

Sales Information: cfsweb@cusonet.com

Media Inquiries:
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com

Technology Inquiries: Unio™ Help Desk
uniohelp@cusonet.com

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CUSO Financial Services, LP (Member FINRA / SIPC) © 2022

Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary March 31, 2020

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Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.

Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.

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