Meet our Advisor
CUSO Financial Services, LP
Pete is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
Registered through CUSO Financial Services, L.P.
- Life, Accident & Health Insurance Licenses for New York and Pennsylvania
- Series 7 and 66 Securities Registrations
- Cornell University
- Davis College
- LPL Financial
- Merrill Lynch
Schedule a no-obligation an no-cost appointment to meet with Pete and gain valuable information on financial planning topics that include:
- 403b and 401(k) Rollovers
- Mutual Funds
- Stocks and Bonds
- Fixed, Variable and Index Annuities
- Life and Long Term Care Insurance
- Investment and Employer Services
Check the background of this investment professional on FINRA's BrokerCheck.For more information on our investment solutions please visit our Financial Services webpage.
MEMBER FINRA/SIPC, Not NCUA/NCUSIF insured, Not credit union guaranteed, May lose value.