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Meet our Financial Advisor

Thank you Twin Tiers...For voting CFS Financial Advisor, Jim Nielsen of First Heritage Financial Services as Best Financial Advisor in our community as well as Best Financial Planning Services!
best of the twin tiers 2022 winner

Meet our Advisor

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James Nielsen
Financial Advisor
607-937-1255
Fax: 607-962-8479
Jim is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
 

Do you have a question for Jim?

Jim is happy to answer any questions you may have in our monthly blogs and videos. Submit your question below and also make a suggestion on what seminar topics you would like to attend in the future.
 
 
Registered through CUSO Financial Services, L.P.
  • Series 7 and 66 Securities Registrations
  • Life, Accident & Health Insurance Licenses for New York and Pennsylvania as well as other states across the country
Additional Qualifications
Chartered Retirement Plans Specialist, NY & PA and other states across the country

Educational Background
AAS Business Administration, Corning Community College

Schedule a no-obligation appointment to meet with Jim and gain valuable information on financial planning topics that include:
  • 403b and 401(k) Rollovers
  • Mutual Funds
  • Fixed, Variable and Index Annuities
  • Life and Long Term care Insurance
  • Retirement and Business Services

Thank you Twin Tiers!
































































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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window) / SIPC(Opens in a new Window)) 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Twin Tiers award is a community voting poll and is determined by the most votes received and not indicative of an individual’s performance nor should it be construed as a recommendation. Inclusion on the Twin Tiers list should not be construed as an endorsement by Gannet Co., Inc.
 
MEMBER FINRA/SIPC, Not NCUA/NCUSIF insured, Not credit union guaranteed, May lose value. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a 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.
 
The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.