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.
CFS and SPF: Nationwide Broker-Dealers
Specializing in Financial Institutions
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.
20 Years Strong!.....
20 Years of Great Milestones!
For more than 20 years, we have focused on supporting the
needs of financial institutions, delivering services and support
that help to procure a more secure financial future for both the
institution and its customers. We integrate the investment
program as part of your core offerings and provide multiple
technology tools that increase loyalty among your customer base.See Our Milestones
Our Executive Team Supports Your Growth
Each member of the senior management team has extensive
experience in the industry and each is dedicated to helping
your practice succeed. With an average tenure of 10 years with
CFS/SPF, the management team offers both stability and a
long-term strategic perspective.Meet Our Senior Team
Awards and Honors Prove Our Expertise
Over the years, we have been honored with many business,
financial industry and technology accolades and awards. These
honors validate our comprehensive and innovative service
model for our clients. Your success is our success.Learn More