As full service broker dealers and Registered Investment Advisors, CFS and SPF
partner with your financial institution to provide investment and planning products
and services for you. We offer industry leading support and technology solutions to
you and your financial advisor, and provide a full array of growth, income and protection
products offered by leading mutual fund, annuity, and insurance companies.
Your Advisor's Support System
CFS and SPF support your financial advisor 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 advisor 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.
CFS and SPF provide the technology tools to meet your objectives
and keep your financial advisor efficient, flexible and knowledgeable.