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.

 

To learn more, click here


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.

 
 

 

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


Cusimano Financial-Wealth Management and Insurance Services

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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