CUSO Financial Services, L.P.
My mission is to provide the highest level of service with integrity, to build and maintain relationships, to communicate clearly and frequently with each of my clients and to help my clients feel comfortable and confident in retirement.
- Series 7 and 66 licenses
- Life, Health, and Variable Annuity licenses
- Associates Degree, Eastern Florida State College
- Registered to conduct Securities Business in the state of Florida
Robert’s years of experience in financial and retirement planning help him to provide his clients with strategies that they both understand and believe in. By offering unbiased and objective planning advice, Robert builds long-term relationships with his clients, helping them every step of the way.
Originally from Indialantic, FL, Robert is proud to call Central Florida home. Wherever you are in your retirement planning, count on Robert to help you on the path toward achieving financial freedom.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.