Broker Check
We'll help invest for your future, and theirs.

We'll help invest for your future, and theirs.

Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner. It’s our mission to coordinate all aspects of your financial picture to get you guidance and insights.

Meet the consultant who’s ready to help you plan your future.

Meet the consultant who’s ready to help you plan your future.

Devin Benko
Financial Professional I CUSO Financial Services, L.P.

315.777.8963

dbenko.cfsinvest@northernfs.com

Devin Benko started his investment career in 2020 working at Equitable before joining CFS. He has been with CFS since 2023 and is currently a Financial Professional. Devin is excited to help individuals and families reach their financial goals by offering detailed financial advice and helping them create personalized financial plans. He is deeply committed to his clients’ goals and well-being and strives to listen and provide assistance tailored to their unique circumstances.

... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
One-size-fits-all financial blueprints? Not here.

One-size-fits-all financial blueprints? Not here.

Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and knowledge. We work closely with clients to match strategy to individual needs for every walk of life.

Who We Are

Who We Serve

Helping investors from every background

Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
Learn More
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More
Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
Learn More
Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn More

New to investing? Find out how an Intelligent Digital Advisor can help build and manage your portfolio.

CUSO Financial Services, L.P. (CFS*) at Northen Credit Union is offering Institutional Intelligent Portfolios® (IIP) an innovative new way to invest through Schwab Performance Technologies®. IIP offers a self-directed and diverse suite of portfolios using an automated management investment service that helps automatically rebalance your investments when needed.

Below are some of the reasons why you may want to consider a digital advisor:

  • Quick and Easy Account Set-Up
  • Low account minimums
  • Competitive, low-cost management fees
  • Investment strategies developed from a selection of hundreds of ETFs
  • Easily transfer and rollover IRAs and 401(k)s

 To get started, visit the Institutional Intelligent Portfolios® website.

Get Started

How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to see how we can help you meet your goals. A short call is all you need to get started.

Contact Us

Your Money. Our Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a trusted source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope we can count you among them.

Retirement

Make a plan and keep it on track

Learn more

Financial Advice

Goal-setting, cash flow, and risk management

Learn more

Debt Management

Keep your money working for you

Learn more

Estate Strategy

Plan for every phase of life

Learn more

As Simple As 1, 2, 3

STEP

1

Introduce

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Analyze

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Review

Life is always changing, and so are you. We’ll be by your side through every twist and turn.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

Thank you!
Oops!