Collegiate Funding Solutions (CFS) is a leading provider of integrated, web-based college planning technology solutions for the financial services industry and college planning organizations.
CFS provides innovative web-based college-planning solutions for financial services professionals, professional advisory firms, banks, credit unions and software companies.
"The unique capabilities CFS have make them the most comprehensive provider of college financial planning services and a great addition for Money Tree’s community of professional advisors. The detailed college planning results CFS offers fills a void in most advisor’s capability, so their system is logical complement to ours.""
Mark Snodgrass
President - Money Tree Software
"As an advisor just moving to a solo practice on a limited budget, I couldn't afford to make a mistake in choosing software. The CFS demo made my decision easy -- the program was simple to use and the reports were very comprehensive. The branded website gave me a professional looking online presence right away, saving me the time and expense of starting from scratch. Not to mention the marketing support and technical expertise....CFS has been an incredible value."
Erin Baehr, CFP, ChFC, EA
"With our emphasis on youth (five school branches and three additional school partnerships), partnering with Collegiate Funding Solutions was a slam-dunk. The program provides our members and potential members with a valuable service - planning for college funding - for a very affordable price. It is just as applicable for someone with pre-school children as it is for those whose kids are getting ready to go to college. This program enhances our financial planning and lending services by directing members to discuss their options with us.. We're excited about this partnership and it's potential for the future."
Jacqueline Connor
VP - Marketing and Business Development
Belvoir Federal Credit Union
http://www.belvoirfcu.org
"Since 2006, Wachovia Education Finance has enjoyed a strong partnership with the entire team at Collegiate Funding Solutions. I've been especially pleased with the positive feedback received from Wachovia employees and customers regarding both CFS and its unique value-added services.
From experience, we know that many families struggle to find ways to pay for college without jeopardizing their own retirement plans. We are pleased to offer CFS' detailed strategies as a powerful, customized tool to assist families with balancing these often-competing financial goals, while helping more students achieve the dream of an affordable education."
Allen Westbrook
VP for Affinity Partnerships
Wachovia Education Finance