Cuso Financial Services, L.P.* ("CFS") is a full-service brokerage firm and SEC Registered Investment Advisor that provides investment and insurance services exclusively to the credit union industry.
In making the decision to select CFS, Spokane Federal Credit Union President and CEO, Susan Blain, was drawn to the company's strong focus on technology and the excellent reputation the organization enjoys within the credit union community.
"CFS maintains a user-friendly software system, enabling us to run a variety of reports that will allow us to manage our program in a timely and consistent manner," she explained. Spokane Federal Credit Union chose the broker-dealer based on positive feedback from other existing CFS partners, who spoke highly about their personalized and family-like relationships with CFS, and their focus on quality of service, "We are impressed with the depth of information CFS makes available to our financial representative," Blain said. "As a result, our members will be better educated financially and thus better able to achieve their financial goals. Our goal is to be the one-stop shop for our members."