Eric Heath out of the American Fork office is terrible. I have tried a few different times in the past year to get a hold of him and he takes days to return a call. He nevers answers when you call his direct line. Super frustrating. I am glad I have transferred my IRA out of Cuso so I dont have to w...
The worst customer service on earth. Days of phone calls. One person picked up the phone and put in the desk. I could hear the office but no one answered. Finally I called back and was given the call center number. Days of busy signals. They think that your money belongs to them. I'm getting out.
I had the unfortunate displeasure of having done business with CUSO FINANCIAL SERVICES. I ask MELISSA after asking whose responsibility was it to manage my account and she said in reality that they had too many accounts to manage and to overlook when profits are plunging. After losing $45,000 in les...
I used Cuso for a few years. I let one of their planners talk me into what I know now was a CD product. At the time, the explanation was very vague. Now I find out that they put me into a CD and charged me $4k+ in account management fees. Now, I know I could have just bought a CD from the bank myse...
Don't take my word for just look at their website and call! I had a very bad experience with them at my credit union. So bad I was suspicious of fraud so tried to contact their corporate office. Their website doesn't even mention my state but the big problem is it only offers one 800 number for con...
I have had the unfortunate displeasure of having to do business with this organization. They refused to liquidate and transfer when I switched financial Financial institutions. My advisor was Jonathan Stoft who didn t do anything other than send me to their compliance department. And then I was me...
Great Customer service and explanations to all services.