Founded in 1997, CUSO Financial Services, L.P. (CFS) is a dually-registered broker-dealer and SEC Registered Investment Adviser. The company specializes in partnering with credit unions and banks to build and support successful investment programs. CFS provides financial institutions with a wide range of investment and insurance solutions, technology, and back-office support, enabling them to offer these services directly to their members and customers. The mission is to deliver a high-quality, customized investment program that helps financial institutions grow their business and deepen member relationships.

Founded in

United States