Credit Unions

CUSO Financial Services, L.P. (CFS), was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. Learn more »

Members

A CFS registered representative will work closely with you to create and implement an investment plan tailored to achieve your unique financial goals and long term objectives. Whether you are just starting your investment planning process or getting ready for retirement, rest assured that our commitment to credit unions extends to the members of our partner credit unions as well. Learn more »

News

11/11/14
CFS and SPF Announce DreamBuilder Employee Program
More»

10/29/14
CFS and SPF Life Insurance Contest Winners
More»

10/01/14
Sister Broker Dealers Launch Online Training Center
More»

Upcoming Events

2014 Program Managers Forum, Nov. 6-7 at the Omni Hotel in San Diego, CA. More»