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Building Long-Term Relationships Based on Trust,
Experience and Exceptional Service
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Independent, objective advice coupled with unbiased investment research |
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Active, ongoing portfolio review and monitoring of investment performance |
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Customized, personal service and investment strategies designed to meet your needs |
For 25 years, Fusco Financial Associates, a comprehensive financial services firm, has built solid client relationships using a personalized approach to pursuing financial security. We are committed to a thorough understanding of each client's individual goals and needs so they can build or protect their wealth and pass on a legacy to their families and charities. In today's financial landscape, managing your portfolio is a responsibility that should not be taken lightly. That is why Fusco Financial performs unbiased independent research. We then develop customized investment strategies supported by active ongoing portfolio review and monitoring of investment performance. Every effort is made to meet or exceed client expectations with exceptional service, communication and client education. We are proud of the reputation we have built and the confidence our clients have placed in us.
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Areas of Focus
| | | Financial Planning |
| | | Investments |
| | | Estate Planning |
| | | Business Planning |
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Fusco Financial Associates a Registered Investment Advisory Firm. Securities and Advisory services offered through LPL Financial. Member FINRA/SIPC.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Baltimore area (includes Anne Arundel, Baltimore, Carroll, Harford and Howard counties in the state of Maryland; and Baltimore City in the state of Maryland) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 9,800 wealth managers in the area. 1,470 award candidates in the Baltimore area were considered for the award, of which 262 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Baltimore Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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