Lisa Cusano - Financial Advisor

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Lisa Cusano - Financial Advisor Making financial decisions simple and empowering

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
10/16/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
10/14/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

10 tips that can head-off marriage money problems.
10/12/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

For retirees, NYS/Federal employees, and individuals navigating major financial transitions who want a steady, transparent advisor who listens. 

The truth is a little more complicated with these personal finance idioms.
10/07/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
10/05/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

How much is enough for your emergency fund?
09/28/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
09/25/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
09/23/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Address

120 West Avenue Suite 211
Latham, NY
12110

Opening Hours

Monday 9am - 5pm
Tuesday 10am - 6pm
Wednesday 9am - 5pm
Thursday 10am - 6pm
Friday 9am - 5pm

Telephone

+15184501030

Website

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