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1826 Sir Tyler Drive, Suite 265
Wilmington, NC 28405
Phone: (910) 798-1828
Fax: (910) 798-1827 firstname.lastname@example.org
Kusek Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
Kusek Financial works with clients to manage their wealth, enabling them to enjoy a comfortable retirement. We help each client to not only provide for their family, but also to help the people and causes that matter to them.
As your financial professionals, Kusek Financial will strive to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Kusek Financial's Services
Retirement Planning: business and individual
Individual Investment Accounts
Small Business: IRAs, SEPs, 401ks, tax minimization
Knowledge. Experience. Integrity. These words sum up the attributes Pat Kusek brings to her business – credentials she has spent a lifetime building.
Pat holds FINRA series 7, 24, 53, 63, 66 Security Registrations through LPL Financial, as well as licenses in North Carolina life, disability and long term care insurance. Since establishing her company in Wilmington, NC, she has worked with clients nationwide.
Pat's career includes 25 years with Duke Energy, where she taught mathematics and physics in the nuclear power division. In addition, she managed communications and public affairs at all three of Duke's nuclear power facilities.
A dedicated Rotarian, Pat sits on a number of nonprofit and business-related boards. She has been honored as a YWCA Woman of Achievement, and currently sits on the board of the Cape Fear Public Utility Authority.
Pat has been married to her best friend Walter for more than 26 years. After living in South Carolina, Virginia and moving from Charlotte, they found a true home in Wilmington. Pat considers it a blessing to be able to work with numbers, to teach and to interact one on one with people every day in her business.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
Comprehensive clearing and compliance services
Practice management programs and training
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions: analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals. For more information about LPL Financial, visit www.lpl.com.
*As reported in Financial Planning Magazine, 1996-2012, based on total revenue.
Investments products and services available only to residents of : North Carolina (NC), Illinois (IL) ,Ohio (OH), Pennsylvania (PA), South Carolina (SC), District of Columbia (DC)
Fee-based advisory services are available only to residents of : North Carolina (NC), Illinois (IL) ,Ohio (OH), Pennsylvania (PA), South Carolina (SC), District of Columbia (DC). We are licensed to sell insurance products in the following states of: North Carolina (NC), Illinois (IL),Pennsylvania (PA), South Carolina (SC), Georgia (GA). Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.