CUSO Financial Services, L.P.
The member's financial well-being and trust are the two most important things for me. Listening to the members is the key to a successful financial plan. Therefore most of my time is spent listening to my client’s goals and needs.
- Series 7, 65, and 63 licenses
- Bachelor of Arts, Lafayette College
- Registered to conduct Securities Business in the following states: DE, FL, KS, MD, NJ, PA, SC, TX, WA
Jeremy has been providing sound, financial advice to clients for over five years. His mission is to guide members on their financial journey by providing unbiased advice and the appropriate investment options. His intuitive approach focuses on creating customized plans that not only increase his clients’ financial confidence, but also align with their specific needs and goals.
Originally from Branchburg, NJ, Jeremy earned dual Bachelor of Art degrees in Economics and Environmental Science from Lafayette College. When he’s not trying to make a difference in the community by fundraising for Ronald McDonald House and Covenant House, he’s spending time with his fiancée and their newest family member, a puppy named Maximus.
How can I help?
*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.