Member NASD/SIPC

CUSO Financial Services, L.P. (CFS) is a full-service broker-dealer and registered investment advisor, owned by, and operated exclusively for, credit unions and their service organizations. CFS combines their financial planning, retirement, investment, and insurance resources with those of their Credit Union partners. Those partners have ownership advantage and can offer their members access to high quality, low-cost services from one single source. This unique collaboration secures credit union growth, while building a durable membership base.

CFS tailors each of their financial services programs to meet the individual needs of the credit union and its members, whether through traditional channels or technology-based services.

CFS features:

• eVISION® - low-cost Internet trading
• comprehensive financial and retirement planning products and services
• a complete range of full service brokerage services
• automatic fund transfers
• online insurance quotes for the most competitive rates in the country
• easy access to a wide array of insurance products and services
• dataVISION - an Internet based contact management system
• technology focused on the efficient delivery of financial products to the credit union membership