Don't just take
our word for it.
See what our associates are saying.
"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."
“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,
“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.”
The testimonials above are submitted by current or former business associates of CUSO Financial Services, LP (“CFS”) and/or Sorrento Pacific Financial, LLC (“SPF”), and are not to be construed as endorsements of brokerage, insurance or investment advisory products or the quality of related services provided by CFS, SPF or its representatives to the general public.