Integrating high technology and personalized service, CFS supports you and your advisor in every investment life stage. See why we are leaders in the industry. More »


Products & Services

With investments, insurance, business, and DIY options, CFS has an array of offerings to meet the preferences and risk tolerances of every member.
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Advisor Support Systems

CFS supports your advisor with access to leading research, training, compliance guidance, and some of the best technology in the industry. Your investments are in capable hands. More »


Letter From the CEO

CFS is committed to helping you achieve your investment goals. Valorie Seyfert, CFS President and CEO, shares how we partner with your credit union and advisor to support your pursuit of a secure financial future. More »