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Helping you build
a powerful, successful
investment program

“In an industry that is continually changing, CFS/SPF equip us with the latest tools and technologies
we need in order to stay ahead of industry trends and better serve our customers.
We are confident our program will continue to provide everyone from
Baby Boomers to Millennials with a better financial future."

John Marx,
VP Wealth Management, Wealth Management Services, Elevations Credit Union
“As you can imagine, with members spread over so many different locales, we need to leverage technology that
both educates members and implements programs. CFS offers us great technology and is so
well versed in the credit union model that we are confident they are the right fit and offer the right products to our members”

James P. Grenon,
Program Manager, Piedmont Advantage Credit Union
“The team at CFS/SPF regularly engages with all levels of our financial institution,
sharing best practices with everyone from our CEO to our advisors’ assistants. Thanks to this engagement and guidance,
our investment program is fully immersed within Allegacy Federal Credit Union and is considered a core offering to our members.
The innovation and training support we get from CFS/SPF helps our advisors offer world-class customer service."

Steve W. Franke,
CFP®, Program Manager, Allegacy Investment Group
“After you partner with a broker dealer, when all of the newness of the relationship fades away,
all you have left are people who care about you and work hard for you. That is the strength of CFS and SPF.”

Rick Orr,
Financial Advisor, Baxter Credit Union
“With CFS/SPF’s technology tools that allow members to do business with us either in the branch or on their own time,
we can help guide Generation Z through Baby Boomers with their long-term investing goals”

Sue Welberry,
Director, Special Deposit Services, Spokane Teachers Credit Union

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Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.