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

Tony Fusco, MSFS, ChFC®, CAP®, AIF®, AEP® Branch Manager, RJFS Registered Principal, RJFS
Tony Fusco, MSFS, ChFC®, AIF®, CAP®, AEP®
President Registered Principal, RJFS
Kevin Fusco, MSFS, CAP®
Kevin Fusco, MSFS, CAP®
Vice President Registered Principal, RJFS
Catherine Immelt
Catherine Immelt
Director of Administration, FFA Branch Professional, RJFS
David Matthews
David Matthews, CFP®, AIF®
Registered Representative, RJFS
Steven Moore
Steven Moore, CIMA®
Sr. Financial Analyst Registered Representative, RJFS
Brandon Hethcoat
Brandon Hethcoat
Investment Strategist Registered Representative, RJFS
Gino Zazzetta
Gino Zazzetta, CFP®
Registered Representative, RJFS
Ascenza DiFerdinando
Ascenza Meyer
Sr. Financial Analyst Registered Representative, RJFS
Matt Smith
Matthew Smith
Registered Representative, RJFS
Abi Lohn
Abi Lohn
Client Service Associate
kimberly fernandez
Kimberly Fernandez
Executive Assistant

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

Investment Management

Retirement Planning

Comprehensive Financial Planning

Estate Planning

Asset Allocation

Charitable Giving

Corporate Retirement Plans

Education Planning

Insurance Planning

Tax Planning

CAREFULLY Investing

to fulfill the important goals in your life

Consistently Informing

you with our weekly market commentary

Continuously Caring

for your family’s financial well-being
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

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing

True fixed income: Are you comparing apples to oranges?

04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Background Rotating Sphere Pattern

Personalized Guidance for your life and livelihood

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.

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