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CUSO Financial Services | Welcome

CUSO Financial Services Welcome. CUSO Financial Services, L.P. (CFS), was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. Learn more. North Island CU Returns to CFS to Grow Investment Program.

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CUSO Financial Services Welcome. CUSO Financial Services, L.P. (CFS), was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. Learn more. North Island CU Returns to CFS to Grow Investment Program.

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CUSO Financial Services | Welcome | pwp.cusonet.com Reviews

https://pwp.cusonet.com

CUSO Financial Services Welcome. CUSO Financial Services, L.P. (CFS), was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. Learn more. North Island CU Returns to CFS to Grow Investment Program.

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pwp.cusonet.com

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CUSO Financial Services | Credit Unions

http://pwp.cusonet.com/index.php/credit-unions

CFS identifies opportunities, solves issues, and gives your investment program a competitive edge. Learn how we provide stability through our expertise in back office management, compliance and training. More ». CFS provides sophisticated marketing resources to support your program. From client-facing modules, to peer-produced materials, to strategic analysis, CFS can get your team up and running quickly. More ». CUSO Financial Services,L.P, Member FINRA.

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CUSO Financial Services | Members

http://pwp.cusonet.com/index.php/members

Integrating high technology and personalized service, CFS supports you and your advisor in every investment life stage. See why we are leaders in the industry. More. With investments, insurance, business, and DIY options, CFS has an array of offerings to meet the preferences and risk tolerances of every member. CFS supports your advisor with access to leading research, training, compliance guidance, and some of the best technology in the industry. Your investments are in capable hands. More.

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CUSO Financial Services - Newsroom

http://pwp.cusonet.com/index.php/news/newsroom

Articles and Case Studies. View all Press Releases. Sister Companies CUSO Financial Services and Sorrento Pacific Financial Gain SOC Type 1 Certification. Third party validation of control systems supports due diligence needed by financial institutions. CUSO Financial Services Selected as Broker-Dealer by Piedmont Advantage Credit Union for Its Ability to Customize Investment Program to the Needs of the Membership. Large Pacific Northwest CU revamps investment program to better serve members. CFS and SPF...

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CUSO Financial Services - CEO Letter

http://pwp.cusonet.com/index.php/about/ceo-letter

A Letter From the CEO. Since 1996, when CFS was established, we've worked hard to develop a program that offers a full range of investment services flexible enough to meet the needs of any credit union. One of the early decisions we made regarding the structure of our company has contributed significantly to our success. CFS is a strong, financially stable company with the pedigree and focus to work with you over the long term. We have been profitable consistently for more than 15 years. We offer a full ...

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CUSO Financial Services - About

http://pwp.cusonet.com/index.php/about

Specialization in Financial Institutions. Selecting the right broker dealer for your investment program is an important business decision that greatly impacts your credit union's success. As a broker dealer and Registered Investment Advisor serving financial institutions across the United States, CUSO Financial Services L.P. (CFS) understands the needs of the credit union as well as those of the members who belong to it. Flexible Programs and Technology that Meet Your Needs. CFS is managed by experienced...

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CUSO Financial Services | Welcome

CUSO Financial Services Welcome. CUSO Financial Services, L.P. (CFS), was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. Learn more. North Island CU Returns to CFS to Grow Investment Program.

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