CUSO Financial Services Launches New Website to Support Increased Capabilities

Broker dealer for credit union industry continues steady growth

Feb 12, 2013, 12:02 ET from CUSO Financial Services, L.P.

SAN DIEGO, Feb. 12, 2013 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a full-service broker dealer and SEC Registered Investment Adviser providing customized investment and insurance solutions to credit unions, has launched a revised website to support its clients and their members with additional information on investment capabilities offered by credit unions.


The newly launched website features a corporate section focused on information and news about the company as well as two separate microsites, directed to credit union decision-makers and credit union members. The microsites contain educational information on CFS's varied service offerings and are easily self-selected and navigable from the home page. CFS added the latest information on multiple technology tools, marketing support options and training programs, in addition to enhanced investment options including fee-based advisory services.

Valorie Seyfert, CEO of CFS, says, "The high ethical standards and member-centric services that are inherent in credit unions create a comfort level that investors seek. Our financial advisors understand and respect this customer-centric philosophy, matching the credit unions' attitudes in the way they work with investment clients. It's one of the reasons we continue to grow at such a steady pace and it is why we have revamped our website to reflect all that we do to support CUs and their members."  

With the well publicized instability over recent years on Wall Street, many investors have moved money to credit unions. According to CFS executives, it's more important than ever that credit unions offer their members sophisticated investment services that complement the credit union membership experience. In fact, CFS has added more than 32 new credit unions to its roster in the past 15 months, bringing its total client list to more than 150 credit unions. At its most recent annual conference, the company recognized 110 individual advisors, the most ever, with Bronze, Silver and Gold Pacesetter awards, indicating they met increasingly higher levels of production in 2011; numbers for 2012 production look similar and will be tallied in Q1 2013.

Credit unions interested in learning more about the company's programs nationwide can call 1-800-686-4724 or review the website at  

About CUSO Financial Services, L.P.
Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) is headquartered in San Diego and works with more than 150 credit unions across the country.  With branch offices located nationwide, CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit

SOURCE CUSO Financial Services, L.P.