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Helping you build
a powerful, successful
investment program

About Us

As nationwide broker-dealers and Registered Investment Advisers that have always specialized in working with financial institutions, we understand your needs and that of your clients.

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500

+

Our growing teams of financial advisors offer flexible, collaborative and responsive support to meet clients’ financial planning needs.

For Financial Institutions

For Financial Institutions

As experts focusing exclusively on financial institutions, we partner with you to provide successful and technologically-advanced investment programs that meet the needs of increasingly-mobile investment clients.

For Investment Clients

For Investment Clients

CFS/SPF registered financial advisors work closely with you, no matter where you are, to create and implement investment plans that help achieve your unique goals and long-term objectives.

Join Our Team

Join Our Team

We offer exciting and rewarding career opportunities for those who share our belief that commitments to excellence and uncompromising levels of service are critical to success.

Latest Achievements

Learn more about our latest highlights.

Meet CFS/SPF: Watch Our Video

News

Wescom Financial Services and CUSO Financial Announce Continued Partnership

Atria Wealth Solutions Adds Business Texting

Atria Launches Unio