About Us

It all began with a vision: to provide a credible, value-added, and credit union owned investment platform. In 1996 this dream became a reality when Valorie Seyfert and Amy Beattie jumped feet first into the marketplace by introducing a fresh business model to an industry that was in need of innovation. Recognizing the overwhelming need for a broker-dealer that can help make a credit union's investment program a significant contributor to earnings has allowed CFS to quickly emerge as a leader in this arena.

Today, CFS manages more than 100 programs throughout the nation. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable and efficient financial planning, retirement, investment and insurance solutions to boost the financial well being of your credit union and your membership. These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country. As we look to the future we will continue to develop new ways to evolve and improve while maintaining our original focus.