CUSO Financial Services, L.P.*
Retirement planning isn’t so simple anymore. Sean can help you uncomplicate your retirement plan. His holistic, focused-on-you approach will help ensure you’re ready for retirement…and any unexpected financial challenges that show up along the way.
Sean earned a degree in Organizational Communications and Business Management from Western Illinois University. He’s licensed in:
- Series 7 (General Securities)
- Series 66 (Uniformed Combined State Law)
- Life, Accident and Health Insurance
- Variable Contracts
Sean is based in our Charlevoix office and meets by appointment with members at 4Front locations in Bellaire, Boyne City, East Jordan, Mancelona and Petoskey. Consider taking advantage of a complimentary wealth management consultation with Sean by calling 231.943.2652.