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 Finds Success Providing Piggyback Arrangements

CFS Expands Remote Delivery Strategy with Profiling Tool

CFS and SPF Appoint New National Sales Manager

Upcoming Events

2015 CEO & Executive Conference, May 6-7 at the Rancho Bernardo Inn in 
San Diego, CA. More»