Established in 1996, CUSO Financial Services, L.P. ("CFS) is headquartered in San Diego and is dedicated to helping financial institutions build successful insurance and investment programs. With branch offices located nationwide, and more than 375 licensed representatives, CFS is a full-service brokerage firm and Registered Investment Advisor offering both full-service and online investment and insurance services.
Teaming up with nearly 200 financial institutions around the country, CFS builds flexible fully integrated financial services programs aimed at building long-lasting relationships between financial institutions and their customers. We deliver easy, affordable and efficient financial planning, retirement, investment and insurance solutions to boost the financial well being of your institutions and your customers. We keep abreast of technological and industrial trends to provide practical means for account management, online trades and access to current information. Our proprietary Internet systems make it easy to get information 24 hrs a day wherever you and your customers desire.
CUSO Financial Services, L.P. is a member of FINRA/SIPC and the SEC and registered as a broker dealer in all fifty states, the District of Columbia and Puerto Rico. CFS is a federally registered investment advisor with the Securities and Exchange Commission. Through its General Partner, CUSO Financial Services, Inc., CFS is licensed to sell insurance in all states where its agents do business.
Similar services are offered to community and regional banks through Sorrento Pacific Financial, LLC, (www.sorrentopacific.com/mybd) a broker-dealer offering services to community and regional banks throughout the country.
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