An advisor committed to your financial future.

Our CFS* financial advisors are available by appointment to meet and discuss your wealth management and retirement goals. Contact us today to set up a complimentary, no-obligation meeting.

Meeting with a financial advisor.
Image of Tom Howell
Tom Howell
VP - Financial Advisor

CUSO Financial Services, L.P.

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James J. Eiker
VP - Financial Advisor

CUSO Financial Services, L.P.

Image of Andrew Broughman, CRPC®, CFP®
Andrew Broughman, CRPC®, CFP®
VP - Financial Advisor

CUSO Financial Services, L.P.

Image of Kevin Masih
Kevin Masih
VP - Financial Advisor

CUSO Financial Services, L.P.

Image of Felix Bartolomei
Felix Bartolomei
VP - Financial Advisor

CUSO Financial Services, L.P.

Image of James Caldwell, AAMS®
James Caldwell, AAMS®
VP - Financial Advisor

CUSO Financial Services, L.P.

Image of Jeremy Cooley
Jeremy Cooley
VP - Financial Advisor

CUSO Financial Services, L.P.

Image of Brittany Mcneally
Brittany Mcneally
VP - Financial Advisor

CUSO Financial Services, L.P.

Image of Tony Capitano
Tony Capitano
VP - Financial Advisor

CUSO Financial Services, L.P.