Full-service, sister broker dealers and SEC Registered Investment Advisers CUSO Financial Services, L.P. and Sorrento Pacific Financial LLC provide customized investment and insurance solutions to nearly 200 credit unions and banks throughout the country. With branch offices and licensed representatives nationwide, CFS and SPF offer expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. At our annual conference, July 20-24, 2013 at the Manchester Grand Hyatt in San Diego, CA, financial advisors learn about the latest products, tools, and techniques to support investment clients.
Keywords: CFS SPF 13, CFS SPF 2013