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Helping you build a powerful, successful investment program.

About Us

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

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Our growing number of investment programs within credit unions and banks offer flexible, collaborative and responsive support to meet your financial planning needs.

For 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

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

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.