Insurance Planning with First Service Wealth Management

First Service Wealth Management financial professionals, available through CUSO Financial Services, Inc., can help you weigh your options and choose an insurance strategy that safeguards your life savings, strengthens your retirement plans, and protects your family.111


Check the background of this firm on FINRA's BrokerCheck.

New to Insurance Planning?

    Life Insurance

    Talking about life insurance can be stressful and intimidating, but it does not have to be an uncomfortable conversation. First Service members can partner with our experts to learn more about term life insurance. It is straightforward and often the most affordable type of life insurance.

    Long-Term Care Insurance

    Long-term care insurance is an insurance product that helps pay for the costs associated with long-term care. It covers care that is not generally covered by health insurance, Medicare, or Medicaid. A long-term care insurance policy will cover the costs of care when you have a chronic medical condition, a disability, or a disorder. This includes assistance with routine daily activities, like having medical staff in your home to assist with getting in and out of bed.

Benefits of Working with First Service Wealth Management

Our team can develop financial strategies to help improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:

    Professionally Assisted Securities

    Access to Professional Portfolio Management

    Comprehensive Portfolio Reporting

    Online Access to Investment Portfolio Data

Schedule an Appointment


To make an appointment with one of our financial professionals, give us a call at 713-676-4356 or email us at


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