Schedule a Consultation

At CU SoCal, we welcome the opportunity to help you meet your financial goals, whatever they may be. When it comes to managing your money, it's important that you can turn to someone you trust. You can depend on us for advice and guidance while

  • saving for retirement
  • preparing for higher education expenses
  • financing the living costs of an aging loved one
  • putting aside money for your heirs
CU SoCal provides a complimentary consultation with a CUSO Financial Services (CFS) Investment Representative to develop a plan that will help you identify and achieve your goals.

For more information, please call 866 CU SoCal (866.287.6225), or submit your information using the convenient form below.
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If applicable, please let us know who referred you (CU SoCal employee)