Lisa Cusano - Financial Advisor

Lisa Cusano - Financial Advisor Making financial decisions simple and empowering

Ever wonder about those free credit scores you get once a year?
09/04/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

For retirees, NYS/Federal employees, and individuals navigating major financial transitions who want a steady, transparent advisor who listens. 

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
09/02/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
08/31/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your...
08/28/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
08/26/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
08/24/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
08/21/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
08/19/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Address

120 West Avenue Suite 211
Latham, NY
12110

Opening Hours

Monday 9am - 5pm
Tuesday 10am - 6pm
Wednesday 9am - 5pm
Thursday 10am - 6pm
Friday 9am - 5pm

Telephone

+15184501030

Website

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