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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Our growing teams of financial advisors offer flexible, collaborative and responsive support to meet clients’ financial planning needs.
“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
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
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.
Latest Achievements
Learn more about our latest highlights.
Meet CFS/SPF: Watch Our Video
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