MikeandGayle P.
11/22/2024
Terrible company to invest with. We have an account with them through our Credit Union. The rep (Tony) never answers the phone, and takes a long time to call back, if he gets around to it. This...
Cuso Financial Services
Open
(3)
10455 Sorrento Valley Rd
San Diego, CA 92121
Cuso Financial Services is a nationwide broker-dealer and Registered Investment Advisor specializing in working with financial institutions, offering flexible and collaborative investment programs for credit unions and banks. Their experienced CFS SPF registered financial advisors work closely with clients to create and implement personalized investment plans to help achieve unique financial goals.
With a focus on excellence and uncompromising service, Cuso Financial Services partners with financial institutions to provide technologically-advanced investment programs that meet the needs of today's mobile investment clients. Celebrating numerous successful partnerships and accolades, they offer rewarding career opportunities for those who share their commitment to delivering exceptional financial planning services.
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Reviews
1.03 reviewsMichael L.
1/13/2020
I am having problems getting my money out of my account, this is with Cuso in Cheyenne WY located at Blue Credit Union. My account has matured but Cuso is not in a rush to give me my money. The...
Theodore H.
10/4/2019
I have had the unfortunate displeasure of having to do business with this organization. They refused to liquidate and transfer when I switched financial Financial institutions. My advisor was...
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