Credit unions and small banks can offer the same high level of investment products and services as other institutions, with the right type of program in place. Helping them do that is Valorie Seyfert, who notes that recent concerns about the credibility of larger institutions “has opened up the opportunity for banks and credit unions – because they do have a loyal following – to step in and fill a gap.”

Seyfert is the chief executive officer and co-founder, with Amy Beattie, of CUSO Financial Services (CFS) and Sorrento Pacific Financial, two sister firms that act as full-service broker-dealers for these smaller institutions. CFS works with about 135 credit unions while Sorrento Pacific has between 40 and 45 bank clients.

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