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Rich Shively

Rich Shively

Financial Advisor | CUSO Financial Services, L.P.

With the knowledge that comes with almost a decade of experience in the financial services industry and a diverse background, Rich Shively helps members navigate the myriad available investment options with focus on service and a personal commitment.

 From financial planning to comprehensive portfolio management, Rich works with his clients to create customized strategies to grow, manage and preserve wealth for the present and future. Rich offers his clients a variety of financial products and services, including Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer/Employee retirement plan services.