“After you partner with a broker dealer, when all of the newness of the relationship fades away,
all you have left are people who care about you and work hard for you. That is the strength of CFS and SPF.”
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“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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