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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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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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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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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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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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Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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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, CRPC™

Brandon Mimas, CRPC™

Financial Associate Advisor

315.728.3593

Frank Mazzilli

Frank Mazzilli

Financial Associate Advisor

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, CRPC™

Kevin Witmer, CRPC™

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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