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521 Erie Blvd W Syracuse, NY 13204

315.477.2200
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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.
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Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
Brandon Mimas

Brandon Mimas

Financial Associate Advisor

315.728.3593

Frank Mazzilli

Frank Mazzilli

Investment Services Assistant

315.728.5195

Jeffrey Jock

Jeffrey Jock, CFP®

Senior Wealth Advisor, CUSO Financial Services, L.P.

315.728.3435

John Kirwan

John Kirwan

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3437

Kate Milligan

Kate Milligan

Investment Services Assistant

315.728.3617

Kevin Witmer

Kevin Witmer

Wealth Advisor, CUSO Financial Services, L.P.

315.728.5353

Scott Harris

Scott L. Harris, CWS®

Program Manager, CUSO Financial Services, L.P., VP Wealth Management Empower Federal Credit Union

315.728.5273

Shaun Kimball

Shaun Kimball, CLU®, LUTCF®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3436

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