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521 Erie Blvd W Syracuse, NY 13204

315.477.2200
investmentservices@empowerfcu.com
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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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Rightsizing for Retirement

What does your home really cost?
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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Surprises

Making the most of surprises is a great reason to work with us.
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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.
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Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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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.
Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
Brandon Mimas

Brandon Mimas

Investment Services Assistant

315.728.3593

Frank Mazzilli

Frank Mazzilli

Investment Services Assistant

315.728.5195

Jeffrey Jock

Jeffrey Jock, CFP®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3435

John Kirwan

John Kirwan

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3437

Kevin Witmer

Kevin Witmer

Wealth Advisor, CUSO Financial Services, L.P.

315.728.5353

Scott Harris

Scott L. Harris, CWS®

Vice President Wealth Management

315.728.5273

Shaun Kimball

Shaun Kimball, CLU®, LUTCF®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3436

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