James Tusoch Email & Phone Number | My passion for helping people comes from firsthand knowledge of how fast wealth can disappear, even in a single generation, if you don't have someone who has your best interests as their own. My team and I make it a point to do everything we can to educate, guide, and advise on how to grow and preserve one's accumulation of wealth. Our typical clients are families, individuals, business owners, and foundations. They are looking for wealth management, tax minimization strategies, and custom advice and guidance to help meet their individual needs and goals. Personally I enjoy making a difference in the community. I constantly challenge myself to grow as person by making the typically uncomfortable conversations about the community comfortable. Please connect with me to see how we can make our community stronger through cross pollination. Fidelity, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

James Tusoch

My passion for helping people comes from firsthand knowledge of how fast wealth can disappear, even...
Greater Cleveland, Greater Cleveland, United States

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James Tusoch’s Email james.tusoch@fmr.com

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James Tusoch’s Location Greater Cleveland, Greater Cleveland, United States

James Tusoch’s Current Industry Fidelity Investments

James Tusoch’s Prior Industry Merrill Lynch Wealth Management | Cornerstone Financial Partners | Jp Morgan Chase | Classic Auto

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Work Experience

Fidelity Investments

Financial Consultant

2020-06-01 00:00:00 - Present

Merrill Lynch Wealth Management

Financial Advisor

2016-11-01 00:00:00 - 2020-06-01 00:00:00

Cornerstone Financial Partners

CEO

2014-04-01 00:00:00 - 2016-11-01 00:00:00

Jp Morgan Chase

Business & Investment Banker

2011-08-01 00:00:00 - 2014-02-01 00:00:00

Classic Auto

Sales & Leasing Specialist

2009-11-01 00:00:00 - 2011-08-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About James Tusoch

James Tusoch is located at
Greater Cleveland, Greater Cleveland, United States

James Tusoch is a My passion for helping people comes from firsthand knowledge of how fast wealth can disappear, even in a single generation, if you don't have someone who has your best interests as their own. My team and I make it a point to do everything we can to educate, guide, and advise on how to grow and preserve one's accumulation of wealth. Our typical clients are families, individuals, business owners, and foundations. They are looking for wealth management, tax minimization strategies, and custom advice and guidance to help meet their individual needs and goals. Personally I enjoy making a difference in the community. I constantly challenge myself to grow as person by making the typically uncomfortable conversations about the community comfortable. Please connect with me to see how we can make our community stronger through cross pollination. Fidelity, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

James Tusoch currently works in the Fidelity Investments |

No Languages Available

James Tusoch has prior
experience in the following industries:
Merrill Lynch Wealth Management | Cornerstone Financial Partners | Jp Morgan Chase | Classic Auto

James Tusoch has the following professional experience:
Fidelity Investments | Merrill Lynch Wealth Management | Cornerstone Financial Partners | Jp Morgan Chase | Classic Auto