`

CUSO Financial Services

Financial Services

Specialities :
Investment programs for credit unions
Flexible and efficient financial planning
Retirement services
Investment and insurance solutions
Sophisticated back office technology systems

+1

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
201 - 500

Frequently Asked Questions About CUSO Financial Services

What does Cuso financial services do?+

Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions...

What are Cuso financial services's specialties? +

Investment programs for credit unions,flexible and efficient financial planning,retirement services,investment and insurance solutions,sophisticated back office technology systems,and non-proprietary product offerings

What is Cuso financial services's industry? +

Cuso financial services operates in the Financial services industry.

What is Cuso financial services's revenue? +

Cuso financial services's revenue is 11m - 100m

What is Cuso financial services's company size? +

Cuso financial services has 201 - 500 employees.

The Go-to Sales Technology According to G2

G2 Badges Map
Get Started With Clodura
Sign Up

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Supercharge Your Prospecting

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Grow Your Business

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.