Professional

At Cusimano Financial, we help thoughtful, responsible Medical Practitioners, Business Owners, and Baby Boomers achieve their dreams, ensuring you won’t have to rely on others for financial flexibility, at any stage of life.

Here’s How It Works

First, schedule a consultation so we can learn about you, your business, and your goals.

Then, we’ll make clear, concise recommendations to help you achieve those goals.

After, we’ll guide you through deciding which recommendations to implement.

Working with us means you won’t have to rely on others for financial flexibility, at any stage of life. It means you’re choosing freedom, for now and for later.

Team photo

Our Mission

To help medical practitioners, business owners, baby boomers, and their families live a life full of choices instead of limitations, confidence instead of insecurity, and determination instead of dependency.

Our Vision

Ensure the longevity and financial health of the people and businesses that work so hard to improve the health of our community.

Our Values

As we serve our clients and community, we stand by these five pillars:

Integrity: We always act in the best interests of our clients (fiduciary standard), and would never recommend they do something we either aren't doing ourselves or wouldn't recommend to our own family.

Impact: By helping our clients make tweaks, big or small, to their finances, it propels them to be more financially secure.

Discipline: It takes discipline for our clients to achieve their goals, but if they implement our recommendations, their chances of getting there are very high.

Authenticity: We are people helping people, and we feel it is important to be ourselves so our clients feel comfortable being themselves. The more authentic the relationship can be, the more progress we can make together.

Reliability: Our team is reliable and responsive. We are accessible to our clients if they have questions or need to talk. If they reach out, they will receive a response no later than 24 hours.

 


We’re Committed to Growth

After all, your goals are our goals. That’s why our team focuses on constant learning, improvement, and education. As a member of Million Dollar Round Table, the premier association of financial professionals, we remain committed to excellence.

Jimmy J. Cusimano, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

 

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