CFS/SPF Acquisition News
CFS/SPF are pleased to announce we have entered into an agreement to be acquired by New York-based Atria Wealth Solutions. For more information on this exciting development click below.
Our growing teams of financial advisors offer flexible, collaborative and responsive support to meet clients’ financial planning needs.
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.
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.
Learn more about our latest highlights.
CUSO Financial Services and Sorrento Pacific Financial Offer fundVISION™ Direct Mutual Fund Platform to Improve Processing of Mutual Funds for Financial Advisors and Clients
CUSO Financial Service L. P. and its sister company, Sorrento Pacific Financial LLC, have entered into an agreement to be acquired by Atria Wealth Solutions
If you don't have seamless access to your customers' investment data, you're missing out on information that can crystallize your understanding of your customers and dramatically improve your marketing strategies.