Investment Services & Products*

We provide individuals and their families with investment strategies tailored to their unique situations, including:

  • Retirement & income planning
     
  • Investment analysis and portfolio allocation
     
  • Tax reduction strategies *
     
  • Wealth transfer and estate planning strategies
     
     Contact Susie Knotts today at (757) 523-5389 to schedule a personal appointment.

     

    Through our broker-dealer, CUSO Financial Services, LP, we offer a broad range of investment products*  to help you implement your plans, including:
     

    • Mutual funds
    • Fixed, Equity-indexed, and Variable annuities
    • Traditional & Roth IRA's 
    • 529 plans (college savings plans)
    • Life and Long Term Care Insurance
    • Individual stocks & bonds

     

     *For specific tax advice please consult a qualified tax professional.