With over 40 years of combined experience in the Financial Service Industry, we set ourselves apart from other advisers and planners by our ongoing advice, resources, experience, client service, diversification and availability. Securities offered through Securities America, Inc., member FINRA and SIPC.
Advisory services offered through Securities America Advisors, Inc. Big Sky Financial Planning Group and Securities America are separate entities. Not FDIC Insured - No Bank Guarantees - May Lose Value - Not a Deposit - Not Insured by any Government Agency. CFP and CERTIFIED FINANCIAL PLANNERTM are marks owned by the Certified Financial Planner Board of Standards, Inc.
Advisory services offered through Securities America Advisors, Inc. Big Sky Financial Planning Group and Securities America are separate entities. Not FDIC Insured - No Bank Guarantees - May Lose Value - Not a Deposit - Not Insured by any Government Agency. CFP and CERTIFIED FINANCIAL PLANNERTM are marks owned by the Certified Financial Planner Board of Standards, Inc.
Services
Jim Cusimano, CFP CERTIFIED FINANCIAL PLANNER After graduating with a Bachelor of Science Degree in Finance from Southern Connecticut State University in 1995, Jim started his career in Financial Services. As a CFP Professional, he enjoys the ability to provide people with solutions to their Financial issues.
To help individuals and families accumulate, preserve and transfer wealth during their lifetimes. Working together we will assist you in creating your financial road map-one based on sound investment principles and appropriate risk management. Through all the market ups and downs, we will strive to provide quality service, financial strength, security and integrity to help you reach your financial goals.
CFP, CERTIFIED FINANCIAL PLANNER and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning.
Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements.These standards are called "the four Es, " and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.
Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements.These standards are called "the four Es, " and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.
Reviews (1)
Mischelle Robinson
Jun 17, 2019
Report