Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

John Kirwan

John Kirwan

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3437

315.426.5767

Jeffrey Jock

Jeffrey Jock, CFP®

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

315.728.3435

315.426.5767

Shaun Kimball

Shaun Kimball, CLU®, LUTCF®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3436

315.426.5767

Scott Harris

Scott L. Harris, CWS®

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

315.728.5273

315.426.5767

Kevin Witmer, CRPC™

Kevin Witmer, CRPC™

Wealth Advisor, CUSO Financial Services, L.P.

315.728.5353

315.426.5767

Brandon Mimas, CRPC™

Brandon Mimas, CRPC™

Financial Associate Advisor

315.728.3593

315.426.5767

Frank Mazzilli

Frank Mazzilli

Financial Associate Advisor

315.728.5195

315.426.5767

Kate  Milligan

Kate Milligan

Investment Services Assistant

315.728.3617

315.426.5767

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.