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CUSO Financial Services, L.P.
10150 Meanley Drive, San Diego, California, United States
About the CUSO Financial Services, L.P.
CUSO Financial Services, L.P. is a finance institution located at 10150 Meanley Drive in San Diego, California, United States. With a focus on providing comprehensive financial services, CUSO Financial Services, L.P. offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized service and tailored financial solutions to meet the unique needs of each client. Whether you are looking to plan for retirement, grow your investments, or protect your assets, CUSO Financial Services, L.P. is committed to helping you secure a strong financial future.
10150 Meanley Dr First Floor, San Diego, CA 92131, United States
Opening hours of CUSO Financial Services, L.P.
Monday:
06:00 - 17:00
Tuesday:
06:00 - 17:00
Wednesday:
06:00 - 17:00
Thursday:
06:00 - 17:00
Friday:
06:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of CUSO Financial Services, L.P.
"Fortunately, I don't have much tied up with them. I have a Roth and 2 UTMAs. Randomly the contributions to each stopped (luckily I caught it). Then withdrawals (meaning they took money OUT out of the accounts and returned it to me) started to occur along with significant fees for withdrawal. I never authorized a withdrawal or asked for it. I am on my 3rd or 4th time calling to get this corrected again. I won't name anyone but they eventually call me back and tell me they will get it corrected and it occurs the next month. It is December of 2023 and the issues started shortly after I opened the account in October of 2022."
"I have had multiple accounts with them and my account is ready to reset for the year and I can’t get a meeting with a representative to answer my questions. Unfortunately I’m stuck with them for another 4 years."
"Would not recommend. Your money will get stuck with seemingly no way of getting it out. I have been working with my other financial institution to process a rollover to get my money out of CUSO. I have been attempting to get it done for going on 5 months with still no resolution. Extreme caution advised for anyone thinking of trusting their money with this institution."
"Lost over $5000 in one acount and pulled out. Another account which after research found they owed me 1% on the total when w/d. They certainly didnt tell me. I pursued it, it took ME months of dogged work. I think they thought I'd give up (they clearly didnt know me) I think there's something not right. But I'm out now. My opinion is they are a rip off."
"I started working with CUSO about 10 months ago and have lost 10,000. I have also been putting extra money each month and it has not even moved my numbers, so essentially I have another $5000 away. I have been trying to communicate with my advisor for a week now to close out my account and put my money back in my bank account. He has not done that. He is not answering his phone calls, but will email me right after I call and say he is transferring my money. My money is still not transferred and needless to say I have lost more money. I have had to go to the bank for answers and they have none because they only contract with CUSO. They were able to get a hold of him and he told them he sent me an email which he did not. He said it would take a few days but it has already been 7. I am thinking he is waiting until the 1st of the month for another payment before transferring my money back to me. I will not go through this company again and would not recommend it. This is my first time investing money and it was not a good experience."
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