No Conflicts of Interest
The customer-needs focused philosophy of CFS is supported by the fact that we offer no proprietary products. What this means is that our investment recommendations are based on the best interest of the member; we have no vested interest in pushing a particular product line and we are not limited to a particular family of products.
We currently work with more than 300 providers. Credit union members benefit from being able to invest in a manner that works for them, through traditional brokerage or self-directed, online eVision accounts, and they have access to objective advice from CFS experts.
Because our exclusive focus is on credit unions, the products we promote are chosen based on the needs of credit union members. We never deviate from our mission of delivering quality, competitive service that enhances the relationship between members and their credit union.