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 »


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 »


New investor mobile document capture app launched to increase efficiencies for clients and advisors

Hawaii State FCU Switches to CFS

CFS Celebrates 2013 Milestones

Upcoming Events

2014 Annual Conference, Aug. 3-6 at the Manchester Grand Hyatt in San Diego, CA. More»