Jonathan Stoft

Background

About Jonathan Stoft

Guiding clients and their families financial decisions through financial planning, and wealth management in a tax efficient manner. I love meeting new people, strategizing how to improve their financial situation, and helping them accomplish their financial and life goals. We are committed to providing advice unique to your situation that is clear, relevant, and actionable. CUSO Financial Services L.P. offers a modern approach to wealth management committed to transparency, value, and helping you take ownership of your finances.*Non-deposit investment products and services are offered through CUSO Financial Services, L.P.(“CFS”), a registered broker-dealer (Member FINRA/SIPC and 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.