Meet our CFS* Financial Advisor
Thank you Twin Tiers for voting CFS Financial Advisor, Jim Nielsen of First Heritage Financial Services as Best Financial Advisor in our community as well as Best Financial Planning Services!
Have you met Jim?
Jim Nielsen
Financial Advisor
CUSO Financial Services, L.P
607-937-1255
Fax: 607-962-8479
Jim is a registered Financial Advisor through CUSO Financial Services, L.P., at First Heritage Federal Credit Union. With over 15 years of experience in the financial services industry, Jim assists clients with a personal touch by assessing their needs and not by utilizing a one size fits all approach. He holds a Chartered Retirement Plans Specialist (CRPS®) designation, which has enhanced his knowledge to work with local businesses to determine what Retirement Plan options may fit the employer and employees needs best. Jim takes pride in being “not your typical financial advisor” and would love the opportunity to show you what that means. When not working Jim enjoys an active lifestyle with his wife and two sons, often traveling to outdoor activities and sporting events.
Schedule a no-obligation appointment to meet with Jim and gain valuable information on financial planning topics that include:
- 403b and 401(k) Rollovers
- Mutual Funds
- Fixed, Variable and Index Annuities
- Life and Long Term care Insurance
- Retirement and Business Services
- Check the background of our financial advisor on FINRA's BrokerCheck.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window) / SIPC(Opens in a new Window)) 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. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results. MEMBER FINRA/SIPC, Not NCUA/NCUSIF insured, Not credit union guaranteed, May lose value. 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.
Twin Tiers award is a community voting poll and is determined by the most votes received and not indicative of an individual’s performance nor should it be construed as a recommendation. Inclusion on the Twin Tiers list should not be construed as an endorsement by Gannet Co., Inc.