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Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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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.
Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
Jeffrey Jock

Jeffrey Jock, CFP®

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

315.728.3435

John Kirwan

John Kirwan

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

315.728.3437

Kevin Witmer, CRPC™

Kevin Witmer, CRPC™

Financial 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®

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

315.728.3436

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