CUSO Financial Services, L.P.

CUSO Financial Services, L.P.

CUSO Financial Services (CFS) provides credit unions with online securities trading, retirement planning, wealth management, insurance, and other investment services from more than 300 providers that the credit unions can in turn offer to their members. Founded in 1996 by Valorie Seyfert and Amy Beattie (company president and COO, respectively), CFS serves about 100 credit unions throughout the US; more than 40 of them are limited partners that hold ownership stakes in CUSO Financial Services.

Contact Details

Office Address

CUSO Financial Services, L.P.
10455 Sorrento Valley Road, Suite 210
San Diego, CA, USA 92121
Phone: (858) 530-4400
Fax: (858) 530-1929

Executives

President and CEO

Valorie Seyfert

COO

Amelia (Amy) Beattie

Business Reviews for CUSO Financial Services, L.P.

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