A financial partnership.
Providing support and solutions.
We offer industry-leading support and technology solutions to you and your financial professional and provide a full array of growth, income and protection products offered by leading mutual fund, annuity and insurance companies.
Your Financial Professional's Support System
CFS and SPF support your financial professional so they can, in turn, assist you throughout your entire investing life cycle. Whether you are just starting out, saving for your kids’ college, planning retirement, or taking distributions to enjoy life, we make sure your CFS/SPF financial professional has the knowledge, tools and support to assist you with your investment decisions.
Products & Services
With access to investments, insurance, small business and self-directed solutions, we have an array of offerings to meet the preferences and risk tolerances of every investment client. Our online and mobile services make it possible to manage your investments anywhere, any time.
Advisory Services/Financial Planning PayPal Payment Portal
The Advisory Services/Financial Planning PayPal Payment Portal allows an IAR to offer clients financial planning and/or consulting services. The nature of these services varies based upon an analysis of individual client needs. Areas addressed can include but are not limited to: investment portfolio advice; business or estate planning; financial counseling and/or planning; and complex planning services.
CUSO Financial Payment Portal | Sorrento Pacific Financial Payment Portal
Technology Tools
CFS and SPF provide the technology tools to meet your objectives and keep your financial professional efficient, flexible and knowledgeable.
