Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Johanna has earned her Certified Financial Planner CFP® designation in 1999, her FINRA Series 7: General Securities Representative; Series 24: General Securities Principal; and Series 66: Uniform Combined State Law Examination. Johanna...
Jo Ellen has provided Fusco Financial Services and its clients with excellent service since 1999. She is also a Registered Office Assistant with Securities America and received her FINRA Series 7: General Securities Representative in...