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Degrees
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BA - Accounting; MBA - Finance
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My Expert Service
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As an independent fee only financial planner and investment advisor I am able to give unbiased advice to clients seeking assisance regarding budgeting and cash flow management, saving and investing, risk management, education financing, retirement planning and distribution, estate planning and wealth distribution.
My firm sells no products.....only advice.
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Experience & Qualifications
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After 35 years in the banking and equipment leasing industries I changed careers five years ago. Having sucessfully completed the education and examination requirements for the CFP mark and passed the SEC examination for Registered Investment Advisor marks I feel fully qualified to work with clients notwithstanding the amount of assets under management they bring.
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Available Modes Of Communication
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email/chat
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Contact
Joe McCusker
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