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Financial planning,
portfolio management, and
tax planning and preparation |
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| Who
we are |
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James McCusker
is the principal and founder of James McCusker & Associates.
He has over 25 years of experience in financial services,
20 of them as a personal financial advisor, owning and operating
his own firm. He is a Certified Financial Planner, Certified
Public Accountant, and Registered Investment Advisor with
the National Association of Securities Dealers. |
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Dennis O'Leary is a partner of James McCusker
& Associates. He has over 25 years of financial management
experience including corporate, personal and small business
investment planning and tax advising. He is a Certified Financial
Planner and a Certified Public Accountant. He has an Executive
MBA from Boston University, a BS in Accounting from Bentley
College and has taught graduate level finance courses for
Boston University's MBA program. |
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Leslie Cormier is our client service representative
and tax preparer. She has worked at James McCusker & Associates
for 8 years. She has over 12 years of experience in financial
services. Leslie is responsible for preparing tax returns
and making sure our clients are satisfied with all facets
of the services we provide. |
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Fidelity Investments Institutional Brokerage Group (FIIBG)
is our provider of investment custody, clearing and brokerage services.
Fidelity has been serving the needs of individual investors and
investment professionals for over 50 years and, today, is one of
the largest privately owned financial services companies in the
world. As experts in the financial services field, they have a thorough
understanding of the products and services we need in order to best
serve you, and they provide these to us through one of the industry's
most efficient and technologically advanced brokerage platforms.
>>more on Fidelity
>>Fidelity
website
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