Keith Cusack                                                                  Financial Advisor                                                                                                    Branch Manager

“ I have a very simple philosophy to help answer very difficult problems,” says Mr. Cusack. “I keep an open and honest relationship with my  clients where we look at many options to come up with the best solutions for their individual needs.”

Keith has grown up in Golden and is currently raising his own children here.  He understands  and shares in the local concerns and needs of his clients.

Keith attended Jefferson County Schools, graduated from Colorado School of Mines with a BS in Engineering.  He as traveled the world as a contract engineer managing million dollar budgets and helping companies solve their problems.

Now he enjoys helping real people manage their assets to help them achieve their financial dreams and goals.

He began his career as a Financial Advisor in 2000 and currently holds Series 7,9,10 securities licenses, as well as, the Colorado Life & Health Licenses. 

Keith is an independent advisor.  He has the freedom to choose the most suitable products and services to meet your individual needs.

Clients have found working with Keith most helpful in…

“putting together a realistic plan and getting it in writing.”

“helping us get ready for retirement and (developing a) plan using

 individual stocks, bonds, &  IRAs.”

“working  together.”

“being responsive, knowledgeable and helpful with statements.”

“knows what he is doing”

Responses given by clients in an independent survey by Prosperity Solutions May 2005.

The experiences described on this page may not be representative of the experiences of all or our clients and

may not be indicative of future performance or success.

 

Services: 401 (k) Rollover Retirement Planning Inheritance Planning Education Planning Pension Alternatives Balancing investments through troubling times.

Products: IRA & 401(k) Mutual Funds Stocks and Bonds Annuities Long Term Care Life Insurance

      

                           607-19th Street, Golden, CO 80401

                    PH: 303-216-4204  FAX: 303-216-4200

Securities offered exclusively through Raymond James Financial Services, Inc. member FINRA/SIPC,  

an independent broker dealer, and are not insured by NCUA or any other credit union insurance, are not

deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risk,

including possible loss of principal.