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 »


CFS is known for creating technologies that make credit unions more successful. Get the service, education and attention you deserve with systems and processes designed specifically for you. More »

Products & Services

CFS provides a broad selection of investment and insurance offerings. From small business, to advisory, to self-directed trading and everything in between, we have the choices your members demand. More »