Professional

At Cusimano Financial, we help thoughtful, responsible medical practitioners, private practice owners, and Baby Boomers achieve their dreams, ensuring you won’t have to rely on others for financial flexibility, at any stage of life.

Team photo

Our mission is to help medical practitioners, private practice 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 is to 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 5 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.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2012-2020

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

Cusimano Financial-Wealth Management and Insurance Services

 

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