Check the background of this investment professional on FINRA's BrokerCheck

Each member of this team concentrates on developing, implementing, and monitoring personalized financial plans for clients. They specialize in retirement strategies and IRA rollovers for 401(k)s, 403(b)s, 457s, Profit Sharing, and TSPs**.

Whether it’s developing sound solutions for your retirement, helping to generate income, or protecting your assets through insurance, your CFS Advisor is here to:
  • Listen to your financial needs
  • Provide impartial advice to help you make informed decisions
  • Be dependable and responsive
 
Jeffrey Jock, CFP®, Wealth Advisor, CUSO Financial Services, L.P. Jeffrey Jock, CFP®
Wealth Advisor
CUSO Financial Services, L.P.


Securities licensed in the following states:
AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, MA, MD, ME, MO, MS, NC, ND, NH, NJ, NV, NY, OH, PA, RI, SC, OR, TN, TX, VA, WI
FINRA 6/7/63 Registrations
New York State Life, Accident & Health Insurance License
New York State Property & Casualty Insurance License
New York State Partnership for Long-Term Care Certification
315.728.3435
800.462.5000 ext. 3435
jjock@empowerfcu.com
John Kirwan, Wealth Advisor, CUSO Financial Services, L.P. John Kirwan
Wealth Advisor
CUSO Financial Services, L.P.


Securities licensed in the following states:
CA, FL, MD, NC, NJ, NY, PA, VA, MA
FINRA 7/66 Registrations
New York State Life, Accident & Health Insurance License
315.728.3437
800.462.5000 ext. 3437
jkirwan@empowerfcu.com
Shaun Kimball, CLU®, LUTCF®, Wealth Advisor, CUSO Financial Services, L.P. Shaun Kimball, CLU®, LUTCF®
Wealth Advisor
CUSO Financial Services, L.P.


Securities licensed in the following states:
FL, IL, MD, MO, MS, NY, OH, PA, SC, VA, VT, CO, DE, MI, NC, TN
FINRA 7/66 Registrations
New York State Life, Accident & Health Insurance License
Notary Public
 315.728.3436
800.462.5000 ext. 3436
skimball@empowerfcu.com
Peggi Lane, RP®, Operations Administrator, Empower Federal Credit Union, Registered Associate, CUSO Financial Services, L.P. Peggi Lane, RP®
Operations Administrator
Empower Federal Credit Union
Registered Associate

CUSO Financial Services, L.P.

FINRA 6/63 Registrations
Notary Public
315.728.5434
800.462.5000 ext. 5434
plane@empowerfcu.com

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.