CUSO Financial Services, L.P.

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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.

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