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A licensed and registered Financial Advisor, available through CUSO Financial Services, L.P. (CFS), our broker dealer, offers personalized, professional planning and advice, to help you develop a long-term investment strategy.

Areas of Expertise:

To arrange for a complimentary financial consultation, stop by your local Financial Resources branch, fill out our online form or call us at 888.566.2876.

 

Financial Resources Investments and Insurance
Available through CFS*

Phone: 888.566.2876
Fax: 732.729.4685

Brian Karl, Certified Financial PractitionerTM
Financial Advisor
CUSO Financial Services, L.P.
at Financial Resources Federal Credit Union
732.729.4684
Email me at
bkarl@finresc.org
NJ Insurance License 1024115
Brian is registered to do securities business in the following states:
AZ, CA, CT, CO, DE, FL, GA, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA & WV

Check the background of this investment professional on FINRA BrokerCheck

 

Jim Lambo
Financial Advisor
CUSO Financial Services, L.P.
at Financial Resources Federal Credit Union
732.867.0337 (Office)
908.801.2397 (Mobile)
Email me at
jlambo@finresc.org
Jim is registered to do securities business in the following states:
AZ, CA, DE, FL, GA, MA, MD, NC, NH, NJ, NM, NY, OH, OK, PA, SC & TX

Check the background of this investment professional on FINRA BrokerCheck

 

 

* 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. Financial Resources Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.


This Web site is published in the United States for residents of the United States. CFS is not soliciting business in international jurisdictions where it is not registered. Products and services mentioned on this Web site might not be available in all states. To request a prospectus or information, contact a financial advisor. The information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell. This information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice designed to meet the specific needs of an individual investor. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.
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