CUSO Financial Services (CFS) is a full-service, nationwide broker-dealer that specializes in placing investment programs inside credit unions, providing customized investment and insurance solutions to more than 200 financial institutions throughout the U.S.
Established in 2003, Truliant Financial Advisors helps Truliant members and retirees with trust and wealth management planning.
CFS is known as a technology leader that helps credit unions grow investment programs and has expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.
“We chose to partner with CFS because of their deep understanding of credit unions and their membership. This program will allow us to better educate our membership on building a strong and secure financial future”.
“We looked at several broker dealers before selecting CUSO Financial. We needed a partner who could deepen relationships by facilitating the best investment strategies, tools and resources while growing the scale of our program. CUSO Financial’s program will help us build more meaningful relationships while providing the support we need to succeed,” said Bob Nadler, director, Truliant Financial Advisors.