Advisors & Registered Representatives

Our Financial Advisors registered through CUSO Financial Services, L.P. specializes in helping people maintain a healthy financial balance and discover smart money strategies. Call (661)-833-7730, or click on the Registered Representatives link located on the left side bar, to set up an appointment to review your investment objectives, and to discuss any questions you might have.

Saving for College
Click here for more information on 529 Plans

403b COMPARE - Tax Shelter Annuities for Education Based and non-profit company Employees - Click here for more information

Loan Payoff
How much will it cost to pay off a loan over its lifetime?

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.

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Tolerating Risk
Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

Dow Know-How
The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.

Chasing Hot Performers
As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

The Savings Scare That Wasn’t
Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.

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