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Member Financial Planning
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3033 Cleveland Avenue, Suite 150 | Santa Rosa, CA 95403
Fernande Marie Bencze
Phone: 707-535-2932 | Fax: 866-902-7513
Service Areas: Mortgages, Member Financial Planning, Member Retirement Planning
1601 Bayshore Highway, Suite 360 | Burlingame, CA 94010
Phone: 6506925202 | Fax: 6506925204
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning
14241 Midlothian Tpke., #502 | Midlothian, VA 23113
Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Phone: 6023757384 | Fax: 6028438377
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
404 Camino Del Rio S. #400 | San Diego, CA 92018-3588
Phone: 8584677200 | Fax: 8582680021
Service Areas: Collections, Member Financial Planning, Member Services
10150 Meanley Dr., 1st Floor | San Diego, CA 92131
SVP, Business Development
Phone: 8586864724 | Fax: 8585301929
Service Areas: Financial Literacy, Member Financial Planning, Member Retirement Planning, Retail Investments
CFS provides customized investment, insurance and financial advisory services to a credit union's members, based on the terms and conditions of an individually-tailored agreement. In addition, CFS provides the extensive program, sales and marketing support needed to grow revenues meaningfully and expand services efficiently.
200 North Sepulveda Boulevard
#1300 | El Segundo, CA 90245
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning
8745 Henderson Road, Suite 300 | Tampa, FL 33634
Business Development Specialist
Phone: 813-880-5276 | Fax: 813-890-6411
Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance
12325 Port Grace Blvd. | La Vista, NE 68128
First VP of Financial Institutions
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
500 Main Street | New Brighton, MN 55112
S. Brad Crandall
Service Areas: Business Lending, Mortgages, Member Financial Planning
Founded in 1987, The Servion Group—a CUSO—supports credit unions around the country. Based in Minnesota, we offer solutions related to mortgage, title, realty, commercial lending, and financial advisory/planning. The company was created to provide the products, services, and programs credit unions need to be competitive in their marketplaces.
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036