Our Services

 

CUSO financial services New JerseyWhile 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:

 

 jp turner financial services firm new jersey


  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
  • Investment Tax Management



*Tax advice not provided. Always consult with your tax professional.