“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,
"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."
“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.”
“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 testimonial above is submitted by a current or former business associate of CUSO Financial Services, L.P. (“CFS”) and/or Sorrento Pacific Financial, LLC. (“SPF”), and is not to be construed as an endorsement of brokerage, insurance or investment advisory products or the quality of related services provided by CFS, SPF or its representatives to the general public.