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Atria Wealth Solutions Adds Business Texting

Atria Launches Unio Featuring Business Texting

Advisor Platform upgrade includes Business Texting

FSI Elects 2020 Board & Executive Committee...

Atria Wealth Solutions To Acquire Independent Wealth...

CUSO Financial Services and Sorrento Pacific Financial...

Atria Subsidiary Sorrento Pacific Adds $1 Billion...

Sorrento Pacific Adds Notable Six Advisor Team

Atria Adds General Counsel

CFS Wins EECU Among Four Texas Credit...

Atria Wealth Solutions Completes Acquisition of NEXT...

$2.3B EECU Leaves LPL to Join CFS

Atria Wealth Solutions Launches Exclusive Client Portal...

Clear1 Launches – Samuel Steinberger interviews Atria...

$600M Air Academy Federal CU Leaves LPL...

Shifting the Focus to Engaging Clients Remotely

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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.

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10150 Meanley Drive
First Floor
San Diego, CA 92131
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Call Us: 800.686.4724
Fax: 1.858.530.4404

Email Us: cfsweb@cusonet.com

Sales Information: cfsweb@cusonet.com

Media Inquiries: Craig Raskin
Senior Account Executive
Craig.raskin@ficommpartners.com | 203.414.9721

Technology Inquiries: dataVISION Help Desk
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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.

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