Credit Unions

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 »


A CFS registered representative will work closely with you to create and implement an investment plan tailored to achieve your unique financial goals and long term objectives. Whether you are just starting your investment planning process or getting ready for retirement, rest assured that our commitment to credit unions extends to the members of our partner credit unions as well. Learn more »


CFS/SPF Gain SOC Type 1 Certification

CFS Selected by Piedmont Advantage Credit Union

University CU Selects CFS for New Investment Program

Upcoming Events

2016 Program Managers Forum,
October 27-28 in San Diego, CA. More»