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Our CFS* financial advisors are available by appointment to meet and discuss your goals. Contact us today to set up a complimentary, no-obligation meeting.

Tom Howell

Tom Howell

Senior Wealth Advisor

CUSO Financial Services, L.P.

James J. Eiker

James J. Eiker

Financial Advisor

CUSO Financial Services, L.P.

Andrew Broughman, CRPC®, CFP®

Andrew Broughman, CRPC®, CFP®

Financial Advisor

CUSO Financial Services, L.P.

Kevin Masih

Kevin Masih

Financial Advisor

CUSO Financial Services, L.P.

Felix Bartolomei

Felix Bartolomei

Financial Advisor

CUSO Financial Services, L.P.

James Caldwell, AAMS®

James Caldwell, AAMS®

Financial Advisor

CUSO Financial Services, L.P.

Sean Barry, CRPC®

Sean Barry, CRPC®

Financial Advisor

CUSO Financial Services, L.P.

Jeremy Cooley

Jeremy Cooley

Financial Advisor

CUSO Financial Services, L.P.

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Financial Insights

Helpful Tools

Use our financial calculators to finesse your monthly budget, compare borrowing costs and plan for your future. We factor in such variables as interest, fees, and taxes to help you decide whether to invest in a new savings account, take out new debt, or purchase a new car or home.

Life Events

International Investing: Opportunity Overseas?

International Investing: Opportunity Overseas?

Financial Planning Articles

For the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large part to the stronger U.S. recovery after the Great Recession.

International Investing: Opportunity Overseas? -- Read More

Weighing the Pros and Cons of an IRA Rollover

Weighing the Pros and Cons of an IRA Rollover

Ready To Retire

Discover what the top five reasons for rolling over an IRA.

Weighing the Pros and Cons of an IRA Rollover -- Read More

Considerations When Making Gifts to Children

Considerations When Making Gifts to Children

Financial Planning Articles

There are a variety of ways to make transfers to children that are not treated as taxable gifts.

Considerations When Making Gifts to Children -- Read More

If I'm covered by Medicare, should I have additional health insurance?

If I'm covered by Medicare, should I have additional health insurance?

Ready To Retire

It's often wise to purchase health insurance to supplement your Original Medicare coverage, because Medicare generally won't cover all of your medical…

If I'm covered by Medicare, should I have additional health insurance? -- Read More