Jimmy J. Cusimano, CFP®, CLU®, ChFC®
Wealth Management Advisor


Cusimano Financial-Wealth Management and Insurance Services

Our team is passionate about helping our clients alleviate financial stress by creating balance in their lives. Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Achieving financial security takes more than creating a plan; you also have to take action on it and adjust it over time.  Together, we’ll create a timeline to help address your needs and execute the steps necessary to respond to whatever life brings.

“Our team is committed to empowering others to see and create possibilities for themselves and those they care deeply about”

 

-Jimmy Joseph Cusimano

 



Fee-Based Planning

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

 

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Financial Planning for Business Owners

Business Markets Stratey mapIf you own or operate a business, Jimmy Cusimano recommends the following articles:

Click here for additional resources. 

With a focused expertise on the business owner, Jimmy Cusimano can provide guidance for any stage of your business:

 
 

Physicians Nationwide

Jimmy Cusimano is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

 
 

 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck