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Submission: On September 22 via api from US — Scanned from DE
Submission: On September 22 via api from US — Scanned from DE
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Skip to content Menu * Home * About Us * About Us * Tony Fusco * Kevin Fusco * Brent Chism * David Matthews * Steven Moore * Brandon Hethcoat * Gino Zazzetta * Ascenza Meyer * Matthew Smith * Abi Mulligan * Kimberly Fernandez * About Raymond James * Our Approach * Our Approach * Our Services * Our Services * Investment Management * Retirement Planning * Comprehensive Financial Planning * Estate Planning * Asset Allocation * Charitable Giving * Corporate Retirement Plan Consulting * Education Planning * Insurance Planning * Tax Planning * Our Investment Process * Our Investment Methodology * Workplace Education * Our Community * Our Clients * Our Clients * Families & Individuals * Business Owners * Corporate Executives * Retirees * Client Resources * Client Resources * First Meeting * Fusco Market Commentary * Client Access Videos * RJ Resources * RJ Resources * WorthWhile * Contact Us * Client Access * Client Access * Login Name Password LOGIN Remember Me * Forgot your password? * Enroll * Need Help? * Contact Us / FAQ * Privacy / Security * Client Resources * Towson, MD-ADE 505 Baltimore Ave. Towson, MD 21204-4503 T: 410.296.5400 F: 410.296.7800 TF: 800.810.6650 Map and Directions Map and Directions * Waldorf, MD-ADE01 3825 Leonardtown Road, Suite 6 Waldorf, MD 20601-3694 T: 301.710.5880 F: 301.932.7527 Map and Directions Map and Directions CARING ABOUT YOU AND THE GOALS IN YOUR LIFE We believe in a more personal approach to managing money – because, after all, it’s your life, your family, your goals. It’s your sense of achievement and pride in accomplishment. It’s your desire to provide well for your loved ones and beloved charities. These are the inspiring reasons for why you work so hard. At Fusco Financial Associates, it’s what drives us to work even harder on your behalf. We’ve been doing so for decades for the generations of families we serve – and we welcome the opportunity to do so for you. HIGHLY EXPERIENCED AND ALWAYS HERE FOR YOU Previous Ascenza Meyer -------------------------------------------------------------------------------- Jr. Financial Analyst Registered Representative, RJFS Matthew Smith -------------------------------------------------------------------------------- Registered Representative, RJFS Abi Mulligan -------------------------------------------------------------------------------- Executive Assistant Kimberly Fernandez -------------------------------------------------------------------------------- Executive Assistant Tony Fusco, MSFS, ChFC®, AIF®, CAP®, AEP® -------------------------------------------------------------------------------- President Registered Principal, RJFS Kevin Fusco, MSFS, CAP® -------------------------------------------------------------------------------- Vice President Registered Principal, RJFS Brent Chism -------------------------------------------------------------------------------- Branch Operations Coordinator Registered Representative, RJFS David Matthews, CFP®, AIF® -------------------------------------------------------------------------------- Registered Representative, RJFS Steven Moore, CIMA® -------------------------------------------------------------------------------- Sr. Financial Analyst Registered Representative, RJFS Brandon Hethcoat -------------------------------------------------------------------------------- Investment Strategist Registered Representative, RJFS Gino Zazzetta, CFP® -------------------------------------------------------------------------------- Registered Representative, RJFS Ascenza Meyer -------------------------------------------------------------------------------- Jr. Financial Analyst Registered Representative, RJFS Matthew Smith -------------------------------------------------------------------------------- Registered Representative, RJFS Abi Mulligan -------------------------------------------------------------------------------- Executive Assistant Kimberly Fernandez -------------------------------------------------------------------------------- Executive Assistant Tony Fusco, MSFS, ChFC®, AIF®, CAP®, AEP® -------------------------------------------------------------------------------- President Registered Principal, RJFS Kevin Fusco, MSFS, CAP® -------------------------------------------------------------------------------- Vice President Registered Principal, RJFS Brent Chism -------------------------------------------------------------------------------- Branch Operations Coordinator Registered Representative, RJFS David Matthews, CFP®, AIF® -------------------------------------------------------------------------------- Registered Representative, RJFS Next * 1 * 2 * 3 * 4 * 5 * 6 * 7 * 8 * 9 * 10 * 11 COMPREHENSIVE PLANNING There’s more to your financial life than just investments. Our comprehensive planning encompasses an in-depth review and analysis of all aspects of your life – to help you see the big picture and enable us to personalize a plan for addressing every detail. Learn More Previous TAX PLANNING INVESTMENT MANAGEMENT RETIREMENT PLANNING COMPREHENSIVE FINANCIAL PLANNING ESTATE PLANNING ASSET ALLOCATION CHARITABLE GIVING CORPORATE RETIREMENT PLANS EDUCATION PLANNING INSURANCE PLANNING TAX PLANNING INVESTMENT MANAGEMENT Next * 1 * 2 * 3 * 4 * 5 * 6 * 7 * 8 * 9 * 10 Previous Read More BUSINESS OWNERS Guidance for important needs, from 401(k) plan management to succession planning. 02 -------------------------------------------------------------------------------- Niches Read More CORPORATE EXECUTIVES Insightful benefits planning and wealth strategies specific to your successful career. 03 -------------------------------------------------------------------------------- Niches Read More RETIREES Strategies for preserving your assets and providing monthly income for life in retirement. 04 -------------------------------------------------------------------------------- Niches Read More FAMILIES & INDIVIDUALS Providing a lifetime of comprehensive financial guidance for every need and milestone. 01 -------------------------------------------------------------------------------- Niches Read More BUSINESS OWNERS Guidance for important needs, from 401(k) plan management to succession planning. 02 -------------------------------------------------------------------------------- Niches Read More CORPORATE EXECUTIVES Insightful benefits planning and wealth strategies specific to your successful career. 03 -------------------------------------------------------------------------------- Niches Read More RETIREES Strategies for preserving your assets and providing monthly income for life in retirement. 04 -------------------------------------------------------------------------------- Niches Read More FAMILIES & INDIVIDUALS Providing a lifetime of comprehensive financial guidance for every need and milestone. 01 -------------------------------------------------------------------------------- Niches Read More BUSINESS OWNERS Guidance for important needs, from 401(k) plan management to succession planning. 02 -------------------------------------------------------------------------------- Niches Read More CORPORATE EXECUTIVES Insightful benefits planning and wealth strategies specific to your successful career. 03 -------------------------------------------------------------------------------- Niches Next * 1 * 2 * 3 * 4 CAREFULLY INVESTING to fulfill the important goals in your life Read More CONSISTENTLY INFORMING you with our weekly market commentary Read More CONTINUOUSLY CARING for your family’s financial well-being Read More -------------------------------------------------------------------------------- We have over 35 years of experience in helping our clients reach their financial goals, with empathy, accountability, and integrity. Fusco Financial Associates INFORMATION & INSIGHT Previous FED ELECTS TO SKIP RATE HIKE AT SEPTEMBER 2023 FOMC MEETING 09/20/2023 For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely. Read 04 -------------------------------------------------------------------------------- Markets & Investing UNLOCK THE FULL POTENTIAL OF PROFIT SHARING Determining the ideal profit sharing design for your organization. Read 05 -------------------------------------------------------------------------------- Business Ownership YOUR BUSINESS DESERVES AN “ESTATE PLAN” Drafting a succession plan now can help your business stand the test of time. Read 06 -------------------------------------------------------------------------------- Business Ownership THE MATCH CONTINUES: THE FED VS. THE MARKET 09/22/2023 Chief Economist Eugenio J. Aleman discusses current economic conditions. Read 01 -------------------------------------------------------------------------------- Economy & Policy HOPES BOLSTERED FOR FED’S SOFT LANDING, BUT WATCH BUILDING HEADWINDS 09/22/2023 Review the latest Weekly Headings by CIO Larry Adam. Read 02 -------------------------------------------------------------------------------- Markets & Investing FOCUS ON PHILANTHROPY THIS FALL Review key market dates and timely financial planning tasks. Read 03 -------------------------------------------------------------------------------- Estate & Giving FED ELECTS TO SKIP RATE HIKE AT SEPTEMBER 2023 FOMC MEETING 09/20/2023 For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely. Read 04 -------------------------------------------------------------------------------- Markets & Investing UNLOCK THE FULL POTENTIAL OF PROFIT SHARING Determining the ideal profit sharing design for your organization. Read 05 -------------------------------------------------------------------------------- Business Ownership YOUR BUSINESS DESERVES AN “ESTATE PLAN” Drafting a succession plan now can help your business stand the test of time. Read 06 -------------------------------------------------------------------------------- Business Ownership THE MATCH CONTINUES: THE FED VS. THE MARKET 09/22/2023 Chief Economist Eugenio J. Aleman discusses current economic conditions. Read 01 -------------------------------------------------------------------------------- Economy & Policy HOPES BOLSTERED FOR FED’S SOFT LANDING, BUT WATCH BUILDING HEADWINDS 09/22/2023 Review the latest Weekly Headings by CIO Larry Adam. Read 02 -------------------------------------------------------------------------------- Markets & Investing FOCUS ON PHILANTHROPY THIS FALL Review key market dates and timely financial planning tasks. Read 03 -------------------------------------------------------------------------------- Estate & Giving Next * 1 * 2 * 3 * 4 * 5 * 6 twitterfacebooklinkedin PERSONALIZED GUIDANCE FOR YOUR LIFE AND LIVELIHOOD * Fusco Financial * 505 Baltimore Ave. Towson, MD 21204-4503 * T: 410.296.5400 * F: 410.296.7800 * TF: 800.810.6650 * Map & Directions * Map & Directions * Fusco Financial * 3825 Leonardtown Road, Suite 6 Waldorf, MD 20601-3694 * T: 301.710.5880 * F: 301.932.7527 * Map & Directions * Map & Directions Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fusco Financial Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. © 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use