Our Services
While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. Urso Financial Management & Consulting, LLC is an independent branch office of CUSO Financial Services, L.P. I have access to a wide array of investment products and services including mutual funds, managed accounts, stocks, real estate, insurance, energy products and fixed income products.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I will gladly work in tandem with your Tax and Legal Advisors to help you execute a sound financial program utilizing the following products and services:
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
- Investment Tax Management
*Tax advice not provided. Always consult with your tax professional.